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 | $73,007 | $100,852-27.6% | $90,404-19.2% | $158,922-54.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 19.52% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,788 | $3,689-51.5% | $3,262-45.2% | $4,761-62.4% |
| Participant deferral / active EE | $5,176 | $4,348+19.0% | $3,963+30.6% | $5,982-13.5% |
| Admin fee / account holder | $292 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |