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 | $80,518 | $115,770-30.4% | $101,248-20.5% | $158,922-49.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 24.19% | 56.14%-31.9pp | 46.47%-22.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,345 | $4,175-67.8% | $3,660-63.3% | $4,761-71.8% |
| Participant deferral / active EE | $4,919 | $4,957-0.8% | $4,370+12.6% | $5,982-17.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |