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 | $68,402 | $171,865-60.2% | $149,718-54.3% | $147,584-53.7% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 23.43% | 2113.22%-2089.8pp | 1501.63%-1478.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $4,059 | $6,275-35.3% | $5,445-25.4% | $4,876-16.8% |
| Participant deferral / active EE | $9,094 | $7,271+25.1% | $6,569+38.4% | $5,439+67.2% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |