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 | $76,210 | $169,032-54.9% | $129,207-41.0% | $145,922-47.8% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 14.51% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,368 | $5,537-75.3% | $4,153-67.1% | $4,660-70.6% |
| Participant deferral / active EE | $8,880 | $4,987+78.0% | $4,168+113.1% | $6,688+32.8% |
| Admin fee / account holder | $38 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |