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 | $37,439 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 35.59% | 1049.08%-1013.5pp | 5155.94%-5120.4pp | 578.55%-543.0pp |
| Employer contribution / active EE | $5,863 | $5,256+11.5% | $4,695+24.9% | $4,876+20.2% |
| Participant deferral / active EE | $11,683 | $6,630+76.2% | $6,247+87.0% | $5,439+114.8% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |