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 | $88,337 | $150,440-41.3% | $136,294-35.2% | $147,584-40.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.88% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,320 | $5,256-74.9% | $4,695-71.9% | $4,876-72.9% |
| Participant deferral / active EE | $2,622 | $6,630-60.5% | $6,247-58.0% | $5,439-51.8% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |