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 | $76,707 | $105,181-27.1% | $159,436-51.9% | $85,850-10.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 14.20% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,569 | $3,318-52.7% | $4,829-67.5% | $2,565-38.8% |
| Participant deferral / active EE | $3,339 | $5,945-43.8% | $7,352-54.6% | $3,952-15.5% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |