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 | $72,968 | $217,402-66.4% | $185,823-60.7% | $167,490-56.4% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 12.46% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,682 | $5,873-71.4% | $5,167-67.5% | $4,837-65.2% |
| Participant deferral / active EE | $3,223 | $6,356-49.3% | $5,568-42.1% | $6,341-49.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |