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 | $59,927 | $171,865-65.1% | $149,718-60.0% | $147,584-59.4% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 31.29% | 2113.22%-2081.9pp | 1501.63%-1470.3pp | 578.55%-547.3pp |
| Employer contribution / active EE | $8,668 | $6,275+38.1% | $5,445+59.2% | $4,876+77.8% |
| Participant deferral / active EE | $10,780 | $7,271+48.3% | $6,569+64.1% | $5,439+98.2% |
| Admin fee / account holder | $231 | $13,799-98.3% | $11,283-98.0% | $10,885-97.9% |