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 | $137,845 | $100,852+36.7% | $90,404+52.5% | $158,922-13.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 11.41% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $4,727 | $3,689+28.2% | $3,262+44.9% | $4,761-0.7% |
| Participant deferral / active EE | $3,816 | $4,348-12.2% | $3,963-3.7% | $5,982-36.2% |
| Admin fee / account holder | $33 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |