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 | $67,188 | $88,751-24.3% | $81,812-17.9% | $145,922-54.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.80% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,185 | $3,083-61.6% | $2,912-59.3% | $4,660-74.6% |
| Participant deferral / active EE | $2,638 | $4,643-43.2% | $4,319-38.9% | $6,688-60.6% |
| Admin fee / account holder | $22 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |