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 | $55,586 | $105,998-47.6% | $92,233-39.7% | $147,584-62.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.31% | 50.05%-32.7pp | 176.28%-159.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,112 | $4,333-74.3% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $4,123 | $4,478-7.9% | $3,897+5.8% | $5,439-24.2% |
| Admin fee / account holder | $240 | $6,332-96.2% | $5,194-95.4% | $10,885-97.8% |