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 | $131,861 | $150,440-12.3% | $136,294-3.3% | $147,584-10.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.48% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,906 | $5,256-25.7% | $4,695-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $9,063 | $6,630+36.7% | $6,247+45.1% | $5,439+66.6% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |