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 | $163,909 | $171,865-4.6% | $149,718+9.5% | $147,584+11.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.01% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,727 | $6,275-72.5% | $5,445-68.3% | $4,876-64.6% |
| Participant deferral / active EE | $8,927 | $7,271+22.8% | $6,569+35.9% | $5,439+64.1% |
| Admin fee / account holder | $297 | $13,799-97.8% | $11,283-97.4% | $10,885-97.3% |