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 | $99,442 | $171,865-42.1% | $149,718-33.6% | $147,584-32.6% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 26.64% | 2113.22%-2086.6pp | 1501.63%-1475.0pp | 578.55%-551.9pp |
| Employer contribution / active EE | $7,684 | $6,275+22.4% | $5,445+41.1% | $4,876+57.6% |
| Participant deferral / active EE | $6,088 | $7,271-16.3% | $6,569-7.3% | $5,439+11.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |