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 | $68,468 | $217,402-68.5% | $185,823-63.2% | $167,490-59.1% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.91% | 148.36%-133.5pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,905 | $6,356-38.6% | $5,568-29.9% | $6,341-38.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |