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 | $178,717 | $171,865+4.0% | $149,718+19.4% | $147,584+21.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 26.23% | 2113.22%-2087.0pp | 1501.63%-1475.4pp | 578.55%-552.3pp |
| Employer contribution / active EE | $1,986 | $6,275-68.4% | $5,445-63.5% | $4,876-59.3% |
| Participant deferral / active EE | $3,399 | $7,271-53.2% | $6,569-48.3% | $5,439-37.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |