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 | $44,760 | $150,440-70.2% | $136,294-67.2% | $147,584-69.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 22.51% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,740 | $5,256-47.9% | $4,695-41.7% | $4,876-43.8% |
| Participant deferral / active EE | $7,267 | $6,630+9.6% | $6,247+16.3% | $5,439+33.6% |
| Admin fee / account holder | $35 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |