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 | $52,322 | $135,952-61.5% | $123,892-57.8% | $273,961-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 194.99% | 56.63%+138.4pp | 47.52%+147.5pp | 41.45%+153.5pp |
| Employer contribution / active EE | $2,083 | $5,170-59.7% | $4,617-54.9% | $4,869-57.2% |
| Participant deferral / active EE | $2,966 | $6,343-53.2% | $5,984-50.4% | $5,287-43.9% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |