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 | $110,234 | $148,534-25.8% | $135,903-18.9% | $139,434-20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.26% | 79.19%-49.9pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,636 | $5,243-68.8% | $4,856-66.3% | $4,751-65.6% |
| Participant deferral / active EE | $10,798 | $8,100+33.3% | $7,758+39.2% | $6,710+60.9% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |