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 | $115,296 | $150,440-23.4% | $136,294-15.4% | $147,584-21.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.45% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,441 | $5,256-72.6% | $4,695-69.3% | $4,876-70.4% |
| Participant deferral / active EE | $6,960 | $6,630+5.0% | $6,247+11.4% | $5,439+28.0% |
| Admin fee / account holder | $46 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |