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 5-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 | $55,493 | $158,398-65.0% | $126,539-56.1% | $142,382-61.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 25.68% | 593.76%-568.1pp | 425.95%-400.3pp | 217.08%-191.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,160 | $4,767+113.1% | $4,083+148.9% | $6,507+56.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |