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 6-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 | $176,515 | $226,064-21.9% | $182,532-3.3% | $152,861+15.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 21.71% | 192.51%-170.8pp | 148.54%-126.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,043 | $4,978-59.0% | $4,076-49.9% | $4,762-57.1% |
| Participant deferral / active EE | $5,700 | $6,368-10.5% | $5,524+3.2% | $5,850-2.6% |
| Admin fee / account holder | $23 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |