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 | $51,685 | $88,751-41.8% | $81,812-36.8% | $145,922-64.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 13.74% | 1025.40%-1011.7pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,356 | $3,083+41.3% | $2,912+49.6% | $4,660-6.5% |
| Participant deferral / active EE | $6,655 | $4,643+43.3% | $4,319+54.1% | $6,688-0.5% |
| Admin fee / account holder | $160 | $8,415-98.1% | $7,386-97.8% | $13,397-98.8% |