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 | $167,216 | $150,440+11.2% | $136,294+22.7% | $147,584+13.3% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,310 | $5,256-75.1% | $4,695-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $5,301 | $6,630-20.0% | $6,247-15.1% | $5,439-2.5% |
| Admin fee / account holder | $274 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |