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 | $218,330 | $209,411+4.3% | $178,490+22.3% | $158,922+37.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.74% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,807 | $5,706-68.3% | $5,011-63.9% | $4,761-62.1% |
| Participant deferral / active EE | $9,855 | $5,954+65.5% | $5,202+89.5% | $5,982+64.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |