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 | $55,504 | $171,865-67.7% | $149,718-62.9% | $147,584-62.4% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 21.23% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,581 | $6,275-74.8% | $5,445-71.0% | $4,876-67.6% |
| Participant deferral / active EE | $3,128 | $7,271-57.0% | $6,569-52.4% | $5,439-42.5% |
| Admin fee / account holder | $159 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |