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 | $27,322 | $150,440-81.8% | $136,294-80.0% | $147,584-81.5% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 70.52% | 1049.08%-978.6pp | 5155.94%-5085.4pp | 578.55%-508.0pp |
| Employer contribution / active EE | $2,855 | $5,256-45.7% | $4,695-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $5,309 | $6,630-19.9% | $6,247-15.0% | $5,439-2.4% |
| Admin fee / account holder | $251 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |