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 | $81,828 | $106,890-23.4% | $84,015-2.6% | $152,861-46.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 36.03% | 104.99%-69.0pp | 71.31%-35.3pp | 345.32%-309.3pp |
| Employer contribution / active EE | $2,772 | $2,734+1.4% | $1,983+39.8% | $4,762-41.8% |
| Participant deferral / active EE | $8,859 | $4,011+120.8% | $3,239+173.5% | $5,850+51.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |