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 | $63,397 | $150,440-57.9% | $136,294-53.5% | $147,584-57.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,592 | $5,256-31.7% | $4,695-23.5% | $4,876-26.3% |
| Participant deferral / active EE | $10,508 | $6,630+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $4 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |