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 | $84,144 | $150,440-44.1% | $136,294-38.3% | $147,584-43.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $9,082 | $5,256+72.8% | $4,695+93.4% | $4,876+86.3% |
| Participant deferral / active EE | $8,525 | $6,630+28.6% | $6,247+36.5% | $5,439+56.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |