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 | $55,901 | $171,865-67.5% | $149,718-62.7% | $147,584-62.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.34% | 2113.22%-2092.9pp | 1501.63%-1481.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,069 | $6,275-67.0% | $5,445-62.0% | $4,876-57.6% |
| Participant deferral / active EE | $8,119 | $7,271+11.7% | $6,569+23.6% | $5,439+49.3% |
| Admin fee / account holder | $111 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |