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 | $55,858 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 30.29% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.0pp |
| Employer contribution / active EE | $12,500 | $5,856+113.5% | $5,143+143.1% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $55 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |