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 | $23,072 | $138,065-83.3% | $123,544-81.3% | $135,375-83.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 230.46% | 153.68%+76.8pp | 119.20%+111.3pp | 519.73%-289.3pp |
| Employer contribution / active EE | $3,413 | $5,151-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $9,793 | $6,799+44.0% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |