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 | $249,279 | $202,432+23.1% | $169,368+47.2% | $139,434+78.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.77% | 531.74%-522.0pp | 405.60%-395.8pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,549 | $4,692-67.0% | $4,013-61.4% | $4,751-67.4% |
| Participant deferral / active EE | $5,200 | $6,938-25.1% | $6,221-16.4% | $6,710-22.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |