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 | $216,336 | $183,519+17.9% | $155,509+39.1% | $145,922+48.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 14.45% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,246 | $5,313-57.7% | $4,672-51.9% | $4,660-51.8% |
| Participant deferral / active EE | $9,917 | $6,462+53.5% | $5,626+76.3% | $6,688+48.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |