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 | $123,944 | $150,440-17.6% | $136,294-9.1% | $147,584-16.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.25% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,932 | $5,256-25.2% | $4,695-16.3% | $4,876-19.4% |
| Participant deferral / active EE | $4,694 | $6,630-29.2% | $6,247-24.9% | $5,439-13.7% |
| Admin fee / account holder | $262 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |