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 | $72,863 | $171,865-57.6% | $149,718-51.3% | $147,584-50.6% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 46.28% | 2113.22%-2066.9pp | 1501.63%-1455.3pp | 578.55%-532.3pp |
| Employer contribution / active EE | $2,106 | $6,275-66.4% | $5,445-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $6,364 | $7,271-12.5% | $6,569-3.1% | $5,439+17.0% |
| Admin fee / account holder | $243 | $13,799-98.2% | $11,283-97.8% | $10,885-97.8% |