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 | $75,532 | $135,635-44.3% | $110,238-31.5% | $135,375-44.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | 10.98% | 513.19%-502.2pp | 314.74%-303.8pp | 519.73%-508.8pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,342 | $5,506-57.5% | $4,672-49.9% | $5,609-58.2% |
| Admin fee / account holder | $63 | $11,457-99.4% | $8,547-99.3% | $10,827-99.4% |