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 | $34,697 | $63,346-45.2% | $92,233-62.4% | $70,131-50.5% |
| Participation rate | 82.3% | 68.7%+13.6pp | 76.5%+5.8pp | 69.5%+12.7pp |
| Annual return | 52.01% | 530.12%-478.1pp | 176.28%-124.3pp | 73.14%-21.1pp |
| Employer contribution / active EE | $8,949 | $2,471+262.2% | $3,679+143.2% | $2,342+282.0% |
| Participant deferral / active EE | $5,882 | $2,854+106.1% | $3,897+50.9% | $3,332+76.5% |
| Admin fee / account holder | $218 | $3,840-94.3% | $5,194-95.8% | $4,645-95.3% |