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 | $52,679 | $108,642-51.5% | $74,701-29.5% | $152,861-65.5% |
| Participation rate | 76.9% | 65.3%+11.6pp | 54.5%+22.5pp | 82.4%-5.5pp |
| Annual return | 19.04% | 114.06%-95.0pp | 752.92%-733.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,388 | $1,503+58.9% | $1,084+120.4% | $4,762-49.9% |
| Participant deferral / active EE | $2,178 | $2,712-19.7% | $1,964+10.9% | $5,850-62.8% |
| Admin fee / account holder | $206 | $4,902-95.8% | $3,333-93.8% | $11,596-98.2% |