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 | $49,105 | $150,440-67.4% | $136,294-64.0% | $147,584-66.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.54% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,772 | $5,256-66.3% | $4,695-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $8,011 | $6,630+20.8% | $6,247+28.2% | $5,439+47.3% |
| Admin fee / account holder | $262 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |