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 | $26,447 | $150,440-82.4% | $136,294-80.6% | $147,584-82.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.41% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,360 | $5,256-36.1% | $4,695-28.5% | $4,876-31.1% |
| Participant deferral / active EE | $6,311 | $6,630-4.8% | $6,247+1.0% | $5,439+16.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |