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 | $30,699 | $150,440-79.6% | $136,294-77.5% | $147,584-79.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 13.48% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,050 | $5,256-61.0% | $4,695-56.3% | $4,876-58.0% |
| Participant deferral / active EE | $3,204 | $6,630-51.7% | $6,247-48.7% | $5,439-41.1% |
| Admin fee / account holder | $116 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |