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 | $51,104 | $90,348-43.4% | $75,972-32.7% | $145,922-65.0% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 9.90% | 620.88%-611.0pp | 359.55%-349.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,890 | $3,311-42.9% | $2,685-29.6% | $4,660-59.4% |
| Participant deferral / active EE | $5,414 | $5,162+4.9% | $4,255+27.2% | $6,688-19.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |