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 | $40,622 | $171,865-76.4% | $149,718-72.9% | $147,584-72.5% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 24.91% | 2113.22%-2088.3pp | 1501.63%-1476.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $4,552 | $6,275-27.5% | $5,445-16.4% | $4,876-6.7% |
| Participant deferral / active EE | $11,057 | $7,271+52.1% | $6,569+68.3% | $5,439+103.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |