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 | $208,946 | $150,440+38.9% | $136,294+53.3% | $147,584+41.6% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 14.28% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,161 | $5,256-1.8% | $4,695+9.9% | $4,876+5.8% |
| Participant deferral / active EE | $7,113 | $6,630+7.3% | $6,247+13.9% | $5,439+30.8% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |