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 | $74,111 | $100,852-26.5% | $90,404-18.0% | $158,922-53.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 21.28% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,094 | $4,348-74.8% | $3,963-72.4% | $5,982-81.7% |
| Admin fee / account holder | $57 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |