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 | $74,913 | $157,256-52.4% | $141,162-46.9% | $152,861-51.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.79% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,571 | $5,261-51.1% | $4,735-45.7% | $4,762-46.0% |
| Participant deferral / active EE | $3,258 | $7,109-54.2% | $6,709-51.4% | $5,850-44.3% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |