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 | $92,988 | $171,865-45.9% | $149,718-37.9% | $147,584-37.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 19.63% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,395 | $6,275-61.8% | $5,445-56.0% | $4,876-50.9% |
| Participant deferral / active EE | $7,327 | $7,271+0.8% | $6,569+11.5% | $5,439+34.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |