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 | $63,843 | $96,635-33.9% | $86,612-26.3% | $139,434-54.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 15.66% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,880 | $3,263+110.8% | $3,022+127.6% | $4,751+44.8% |
| Participant deferral / active EE | $6,298 | $4,836+30.2% | $4,438+41.9% | $6,710-6.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |