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 | $39,167 | $150,440-74.0% | $136,294-71.3% | $147,584-73.5% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 15.00% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,617 | $5,256-69.2% | $4,695-65.6% | $4,876-66.8% |
| Participant deferral / active EE | $3,043 | $6,630-54.1% | $6,247-51.3% | $5,439-44.0% |
| Admin fee / account holder | $217 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |