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 | $185,760 | $171,865+8.1% | $149,718+24.1% | $147,584+25.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 18.19% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,378 | $6,275-62.1% | $5,445-56.3% | $4,876-51.2% |
| Participant deferral / active EE | $6,653 | $7,271-8.5% | $6,569+1.3% | $5,439+22.3% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |