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 | $44,856 | $171,865-73.9% | $149,718-70.0% | $147,584-69.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.92% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,686 | $6,275-73.1% | $5,445-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $8,285 | $7,271+14.0% | $6,569+26.1% | $5,439+52.3% |
| Admin fee / account holder | $225 | $13,799-98.4% | $11,283-98.0% | $10,885-97.9% |