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 | $50,429 | $150,440-66.5% | $136,294-63.0% | $147,584-65.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.18% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,495 | $5,256-33.5% | $4,695-25.6% | $4,876-28.3% |
| Participant deferral / active EE | $8,313 | $6,630+25.4% | $6,247+33.1% | $5,439+52.8% |
| Admin fee / account holder | $250 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |