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 | $222,475 | $171,865+29.4% | $149,718+48.6% | $147,584+50.7% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 20.22% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,274 | $6,275-31.9% | $5,445-21.5% | $4,876-12.4% |
| Participant deferral / active EE | $8,794 | $7,271+21.0% | $6,569+33.9% | $5,439+61.7% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |