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 | $57,303 | $150,440-61.9% | $136,294-58.0% | $147,584-61.2% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 18.27% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,010 | $5,256-61.8% | $4,695-57.2% | $4,876-58.8% |
| Participant deferral / active EE | $2,778 | $6,630-58.1% | $6,247-55.5% | $5,439-48.9% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |