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 | $178,617 | $150,440+18.7% | $136,294+31.1% | $147,584+21.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.97% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,200 | $5,256-58.1% | $4,695-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $8,107 | $6,630+22.3% | $6,247+29.8% | $5,439+49.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |