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 | $114,232 | $150,440-24.1% | $136,294-16.2% | $147,584-22.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 17.56% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,892 | $5,256-45.0% | $4,695-38.4% | $4,876-40.7% |
| Participant deferral / active EE | $5,277 | $6,630-20.4% | $6,247-15.5% | $5,439-3.0% |
| Admin fee / account holder | $112 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |