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 | $60,258 | $150,440-59.9% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.53% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,068 | $5,256-60.7% | $4,695-56.0% | $4,876-57.6% |
| Participant deferral / active EE | $5,474 | $6,630-17.4% | $6,247-12.4% | $5,439+0.6% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |