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 | $74,323 | $99,020-24.9% | $86,590-14.2% | $147,584-49.6% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 18.76% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $296 | $3,132-90.5% | $2,839-89.6% | $4,876-93.9% |
| Participant deferral / active EE | $2,983 | $3,972-24.9% | $3,609-17.3% | $5,439-45.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |