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 | $58,366 | $150,440-61.2% | $136,294-57.2% | $147,584-60.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 21.98% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,877 | $5,256-45.3% | $4,695-38.7% | $4,876-41.0% |
| Participant deferral / active EE | $6,101 | $6,630-8.0% | $6,247-2.3% | $5,439+12.2% |
| Admin fee / account holder | $235 | $10,905-97.8% | $9,243-97.5% | $10,885-97.8% |