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 | $51,220 | $158,398-67.7% | $126,539-59.5% | $142,382-64.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 16.94% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,353 | $4,650-49.4% | $3,674-36.0% | $4,299-45.3% |
| Participant deferral / active EE | $5,706 | $4,767+19.7% | $4,083+39.8% | $6,507-12.3% |
| Admin fee / account holder | $10 | $6,918-99.9% | $6,065-99.8% | $12,624-99.9% |