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 | $249,616 | $135,952+83.6% | $123,892+101.5% | $273,961-8.9% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 146.72% | 56.63%+90.1pp | 47.52%+99.2pp | 41.45%+105.3pp |
| Employer contribution / active EE | $4,667 | $5,170-9.7% | $4,617+1.1% | $4,869-4.1% |
| Participant deferral / active EE | $10,478 | $6,343+65.2% | $5,984+75.1% | $5,287+98.2% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |