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 | $73,389 | $232,540-68.4% | $185,117-60.4% | $147,584-50.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 18.04% | 43.03%-25.0pp | 40.50%-22.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,269 | $5,195-56.3% | $4,182-45.7% | $4,876-53.5% |
| Participant deferral / active EE | $8,442 | $5,834+44.7% | $5,045+67.3% | $5,439+55.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |