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 | $53,680 | $100,852-46.8% | $90,404-40.6% | $158,922-66.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 13.58% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,978 | $3,689-46.4% | $3,262-39.4% | $4,761-58.5% |
| Participant deferral / active EE | $7,156 | $4,348+64.6% | $3,963+80.5% | $5,982+19.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |