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 | $55,824 | $150,440-62.9% | $136,294-59.0% | $147,584-62.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.83% | 1049.08%-1028.3pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,786 | $5,256-28.0% | $4,695-19.4% | $4,876-22.4% |
| Participant deferral / active EE | $3,976 | $6,630-40.0% | $6,247-36.4% | $5,439-26.9% |
| Admin fee / account holder | $268 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |