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 | $72,119 | $85,766-15.9% | $136,294-47.1% | $70,131+2.8% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 26.32% | 31.45%-5.1pp | 5155.94%-5129.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,005 | $5,051+78.3% | $6,247+44.2% | $3,332+170.3% |
| Admin fee / account holder | $32 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |