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 | $53,775 | $150,187-64.2% | $120,354-55.3% | $145,922-63.1% |
| Participation rate | 93.3% | 78.8%+14.6pp | 71.9%+21.4pp | 80.3%+13.1pp |
| Annual return | 10.47% | 154.07%-143.6pp | 107.15%-96.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $246 | $12,207-98.0% | $9,423-97.4% | $13,397-98.2% |