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 | $92,486 | $112,881-18.1% | $90,951+1.7% | $158,922-41.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 31.25% | 215.79%-184.5pp | 134.60%-103.3pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,440 | $2,893-50.2% | $2,122-32.1% | $4,761-69.7% |
| Participant deferral / active EE | $2,816 | $4,128-31.8% | $3,373-16.5% | $5,982-52.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |