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 | $232,120 | $226,064+2.7% | $182,532+27.2% | $152,861+51.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 24.96% | 192.51%-167.5pp | 148.54%-123.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,584 | $4,978-28.0% | $4,076-12.1% | $4,762-24.7% |
| Participant deferral / active EE | $7,914 | $6,368+24.3% | $5,524+43.3% | $5,850+35.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |