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 | $124,364 | $100,852+23.3% | $90,404+37.6% | $158,922-21.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.46% | 1724.20%-1711.7pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,189 | $3,689-67.8% | $3,262-63.6% | $4,761-75.0% |
| Participant deferral / active EE | $4,729 | $4,348+8.8% | $3,963+19.3% | $5,982-21.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |