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 | $41,478 | $150,440-72.4% | $136,294-69.6% | $147,584-71.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 21.26% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,517 | $5,256-71.1% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $2,856 | $6,630-56.9% | $6,247-54.3% | $5,439-47.5% |
| Admin fee / account holder | $286 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |