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 | $110,518 | $150,440-26.5% | $136,294-18.9% | $147,584-25.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.16% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,659 | $5,256-68.4% | $4,695-64.7% | $4,876-66.0% |
| Participant deferral / active EE | $7,562 | $6,630+14.1% | $6,247+21.1% | $5,439+39.0% |
| Admin fee / account holder | $37 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |