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 | $190,182 | $179,726+5.8% | $156,263+21.7% | $142,382+33.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.52% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,519 | $5,069-50.3% | $4,333-41.9% | $4,299-41.4% |
| Participant deferral / active EE | $7,077 | $6,956+1.7% | $6,158+14.9% | $6,507+8.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |