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 | $89,275 | $150,440-40.7% | $136,294-34.5% | $147,584-39.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.73% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $3,476 | $6,630-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |