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 | $186,212 | $171,865+8.3% | $149,718+24.4% | $147,584+26.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.81% | 2113.22%-2100.4pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,200 | $6,275-17.1% | $5,445-4.5% | $4,876+6.6% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $186 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |