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 | $56,960 | $150,440-62.1% | $136,294-58.2% | $147,584-61.4% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.03% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,739 | $5,256-66.9% | $4,695-63.0% | $4,876-64.3% |
| Participant deferral / active EE | $3,883 | $6,630-41.4% | $6,247-37.8% | $5,439-28.6% |
| Admin fee / account holder | $247 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |