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 | $189,271 | $150,440+25.8% | $136,294+38.9% | $147,584+28.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 23.39% | 1049.08%-1025.7pp | 5155.94%-5132.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,969 | $5,256-43.5% | $4,695-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $8,502 | $6,630+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |