See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,494 | $171,865+3.3% | $149,718+18.6% | $147,584+20.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 9.71% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,559 | $6,275-75.2% | $5,445-71.4% | $4,876-68.0% |
| Participant deferral / active EE | $8,719 | $7,271+19.9% | $6,569+32.7% | $5,439+60.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |