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 | $83,089 | $109,817-24.3% | $98,442-15.6% | $167,490-50.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 11.81% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,669 | $3,224-17.2% | $2,960-9.8% | $4,837-44.8% |
| Participant deferral / active EE | $2,669 | $4,673-42.9% | $4,276-37.6% | $6,341-57.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |