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 | $24,535 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 33.07% | 1049.08%-1016.0pp | 5155.94%-5122.9pp | 578.55%-545.5pp |
| Employer contribution / active EE | $2,063 | $5,256-60.7% | $4,695-56.1% | $4,876-57.7% |
| Participant deferral / active EE | $8,073 | $6,630+21.7% | $6,247+29.2% | $5,439+48.4% |
| Admin fee / account holder | $179 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |