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 | $48,316 | $150,440-67.9% | $136,294-64.6% | $147,584-67.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.36% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,966 | $5,256-62.6% | $4,695-58.1% | $4,876-59.7% |
| Participant deferral / active EE | $12,121 | $6,630+82.8% | $6,247+94.0% | $5,439+122.9% |
| Admin fee / account holder | $170 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |