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 9-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 | $107,650 | $150,440-28.4% | $136,294-21.0% | $147,584-27.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 14.83% | 1049.08%-1034.3pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,434 | $5,256-72.7% | $4,695-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $5,957 | $6,630-10.2% | $6,247-4.6% | $5,439+9.5% |
| Admin fee / account holder | $82 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |