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 | $188,291 | $226,064-16.7% | $182,532+3.2% | $152,861+23.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 21.60% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,550 | $4,978-48.8% | $4,076-37.4% | $4,762-46.5% |
| Participant deferral / active EE | $15,547 | $6,368+144.2% | $5,524+181.4% | $5,850+165.8% |
| Admin fee / account holder | $8 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |