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 | $31,770 | $150,440-78.9% | $136,294-76.7% | $147,584-78.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 28.56% | 1049.08%-1020.5pp | 5155.94%-5127.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,783 | $5,256-66.1% | $4,695-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $2,228 | $6,630-66.4% | $6,247-64.3% | $5,439-59.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |