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 | $52,226 | $150,440-65.3% | $136,294-61.7% | $147,584-64.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 24.38% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,681 | $5,256-49.0% | $4,695-42.9% | $4,876-45.0% |
| Participant deferral / active EE | $3,763 | $6,630-43.3% | $6,247-39.8% | $5,439-30.8% |
| Admin fee / account holder | $107 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |