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 | $50,398 | $202,318-75.1% | $172,739-70.8% | $152,861-67.0% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 26.20% | 1029.65%-1003.5pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,750 | $5,856-70.1% | $5,143-66.0% | $4,762-63.3% |
| Participant deferral / active EE | $8,670 | $5,948+45.8% | $5,198+66.8% | $5,850+48.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |