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 | $33,736 | $150,440-77.6% | $136,294-75.2% | $147,584-77.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 32.81% | 1049.08%-1016.3pp | 5155.94%-5123.1pp | 578.55%-545.7pp |
| Employer contribution / active EE | $3,954 | $5,256-24.8% | $4,695-15.8% | $4,876-18.9% |
| Participant deferral / active EE | $9,473 | $6,630+42.9% | $6,247+51.6% | $5,439+74.2% |
| Admin fee / account holder | $128 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |