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 | $65,028 | $100,852-35.5% | $90,404-28.1% | $158,922-59.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 18.12% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $5,989 | $3,689+62.4% | $3,262+83.6% | $4,761+25.8% |
| Participant deferral / active EE | $8,452 | $4,348+94.4% | $3,963+113.2% | $5,982+41.3% |
| Admin fee / account holder | $123 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |