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 | $177,584 | $175,202+1.4% | $149,673+18.6% | $139,434+27.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.48% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,875 | $5,474-65.7% | $4,818-61.1% | $4,751-60.5% |
| Participant deferral / active EE | $5,980 | $6,519-8.3% | $5,680+5.3% | $6,710-10.9% |
| Admin fee / account holder | $72 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |