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 | $40,566 | $171,865-76.4% | $149,718-72.9% | $147,584-72.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 19.17% | 2113.22%-2094.0pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,964 | $6,275-52.8% | $5,445-45.6% | $4,876-39.2% |
| Participant deferral / active EE | $3,493 | $7,271-52.0% | $6,569-46.8% | $5,439-35.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |