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 | $61,296 | $171,865-64.3% | $149,718-59.1% | $147,584-58.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.07% | 2113.22%-2098.1pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,861 | $6,275-38.5% | $5,445-29.1% | $4,876-20.8% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |