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 | $56,224 | $150,440-62.6% | $136,294-58.7% | $147,584-61.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.42% | 1049.08%-1021.7pp | 5155.94%-5128.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $3,210 | $5,256-38.9% | $4,695-31.6% | $4,876-34.2% |
| Participant deferral / active EE | $6,816 | $6,630+2.8% | $6,247+9.1% | $5,439+25.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |