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 | $103,948 | $150,440-30.9% | $136,294-23.7% | $147,584-29.6% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.36% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,138 | $5,256-59.3% | $4,695-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $3,593 | $6,630-45.8% | $6,247-42.5% | $5,439-33.9% |
| Admin fee / account holder | $284 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |