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 | $217,848 | $202,318+7.7% | $172,739+26.1% | $152,861+42.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.47% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,423 | $5,856-75.7% | $5,143-72.3% | $4,762-70.1% |
| Participant deferral / active EE | $5,421 | $5,948-8.9% | $5,198+4.3% | $5,850-7.3% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |