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 | $188,812 | $209,411-9.8% | $178,490+5.8% | $158,922+18.8% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 20.19% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $8,758 | $5,706+53.5% | $5,011+74.8% | $4,761+83.9% |
| Participant deferral / active EE | $8,059 | $5,954+35.3% | $5,202+54.9% | $5,982+34.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |