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 | $29,811 | $176,662-83.1% | $130,648-77.2% | $152,861-80.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 26.16% | 2692.24%-2666.1pp | 1708.96%-1682.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,441 | $5,742-40.1% | $4,092-15.9% | $4,762-27.7% |
| Participant deferral / active EE | $3,902 | $4,361-10.5% | $3,603+8.3% | $5,850-33.3% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |