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 | $218,461 | $169,032+29.2% | $129,207+69.1% | $145,922+49.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 16.82% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,936 | $5,537-10.8% | $4,153+18.8% | $4,660+5.9% |
| Participant deferral / active EE | $15,690 | $4,987+214.6% | $4,168+276.5% | $6,688+134.6% |
| Admin fee / account holder | $231 | $9,954-97.7% | $7,715-97.0% | $13,397-98.3% |