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 | $102,289 | $150,440-32.0% | $136,294-24.9% | $147,584-30.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 31.49% | 1049.08%-1017.6pp | 5155.94%-5124.4pp | 578.55%-547.1pp |
| Employer contribution / active EE | $1,832 | $5,256-65.2% | $4,695-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $3,366 | $6,630-49.2% | $6,247-46.1% | $5,439-38.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |