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 | $42,031 | $150,440-72.1% | $136,294-69.2% | $147,584-71.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.92% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,670 | $5,256-11.1% | $4,695-0.5% | $4,876-4.2% |
| Participant deferral / active EE | $10,000 | $6,630+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |