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 | $62,451 | $84,696-26.3% | $75,696-17.5% | $167,490-62.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 15.35% | 199.36%-184.0pp | 104.53%-89.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,256 | $3,230-61.1% | $2,743-54.2% | $4,837-74.0% |
| Participant deferral / active EE | $4,933 | $4,580+7.7% | $3,821+29.1% | $6,341-22.2% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |