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 | $39,265 | $150,440-73.9% | $136,294-71.2% | $147,584-73.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 29.52% | 1049.08%-1019.6pp | 5155.94%-5126.4pp | 578.55%-549.0pp |
| Employer contribution / active EE | $2,083 | $5,256-60.4% | $4,695-55.6% | $4,876-57.3% |
| Participant deferral / active EE | $5,109 | $6,630-22.9% | $6,247-18.2% | $5,439-6.1% |
| Admin fee / account holder | $135 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |