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 | $50,469 | $150,440-66.5% | $136,294-63.0% | $147,584-65.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.87% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $9,313 | $5,256+77.2% | $4,695+98.3% | $4,876+91.0% |
| Participant deferral / active EE | $7,922 | $6,630+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |