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 | $40,056 | $100,852-60.3% | $90,404-55.7% | $158,922-74.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 14.64% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $944 | $3,689-74.4% | $3,262-71.1% | $4,761-80.2% |
| Participant deferral / active EE | $5,416 | $4,348+24.6% | $3,963+36.7% | $5,982-9.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |