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 | $94,536 | $107,334-11.9% | $92,893+1.8% | $152,861-38.2% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 22.14% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,054 | $4,221-75.0% | $3,653-71.2% | $4,762-77.9% |
| Participant deferral / active EE | $4,695 | $4,845-3.1% | $4,236+10.8% | $5,850-19.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |