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 | $59,918 | $202,318-70.4% | $172,739-65.3% | $152,861-60.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 26.04% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,643 | $5,856-37.8% | $5,143-29.2% | $4,762-23.5% |
| Participant deferral / active EE | $6,831 | $5,948+14.8% | $5,198+31.4% | $5,850+16.8% |
| Admin fee / account holder | $1 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |