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 | $90,990 | $84,695+7.4% | $73,843+23.2% | $125,391-27.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 4.18% | 3123.53%-3119.4pp | 2267.84%-2263.7pp | 282.22%-278.0pp |
| Employer contribution / active EE | $5,003 | $3,123+60.2% | $2,787+79.5% | $4,866+2.8% |
| Participant deferral / active EE | $10,549 | $3,992+164.2% | $3,583+194.4% | $5,352+97.1% |
| Admin fee / account holder | $19 | $5,691-99.7% | $4,880-99.6% | $9,540-99.8% |