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 | $57,785 | $171,865-66.4% | $149,718-61.4% | $147,584-60.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.10% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,976 | $6,275-52.6% | $5,445-45.3% | $4,876-39.0% |
| Participant deferral / active EE | $11,514 | $7,271+58.4% | $6,569+75.3% | $5,439+111.7% |
| Admin fee / account holder | $145 | $13,799-98.9% | $11,283-98.7% | $10,885-98.7% |