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 | $75,722 | $150,440-49.7% | $136,294-44.4% | $147,584-48.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.76% | 1049.08%-1025.3pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,249 | $5,256-38.2% | $4,695-30.8% | $4,876-33.4% |
| Participant deferral / active EE | $6,027 | $6,630-9.1% | $6,247-3.5% | $5,439+10.8% |
| Admin fee / account holder | $38 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |