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 | $47,882 | $202,318-76.3% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.90% | 1029.65%-1005.8pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,545 | $5,856-39.5% | $5,143-31.1% | $4,762-25.6% |
| Participant deferral / active EE | $10,303 | $5,948+73.2% | $5,198+98.2% | $5,850+76.1% |
| Admin fee / account holder | $37 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |