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 | $52,156 | $171,865-69.7% | $149,718-65.2% | $147,584-64.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 14.57% | 2113.22%-2098.6pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,005 | $6,275-68.0% | $5,445-63.2% | $4,876-58.9% |
| Participant deferral / active EE | $4,353 | $7,271-40.1% | $6,569-33.7% | $5,439-20.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |