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 | $50,836 | $150,440-66.2% | $136,294-62.7% | $147,584-65.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.44% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,667 | $5,256-68.3% | $4,695-64.5% | $4,876-65.8% |
| Participant deferral / active EE | $4,665 | $6,630-29.7% | $6,247-25.3% | $5,439-14.2% |
| Admin fee / account holder | $115 | $10,905-98.9% | $9,243-98.8% | $10,885-98.9% |