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 | $64,351 | $102,317-37.1% | $146,958-56.2% | $80,856-20.4% |
| Participation rate | 74.0% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 13.39% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,089 | $6,644+97.0% | $8,070+62.2% | $4,296+204.7% |
| Admin fee / account holder | $185 | $7,941-97.7% | $12,998-98.6% | $6,918-97.3% |