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 | $39,453 | $202,318-80.5% | $172,739-77.2% | $152,861-74.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.12% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,070 | $5,856-47.6% | $5,143-40.3% | $4,762-35.5% |
| Participant deferral / active EE | $2,475 | $5,948-58.4% | $5,198-52.4% | $5,850-57.7% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |