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 | $81,608 | $175,202-53.4% | $149,673-45.5% | $139,434-41.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 24.79% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,805 | $5,474-67.0% | $4,818-62.5% | $4,751-62.0% |
| Participant deferral / active EE | $3,322 | $6,519-49.0% | $5,680-41.5% | $6,710-50.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |