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 | $34,854 | $150,440-76.8% | $136,294-74.4% | $147,584-76.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.91% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $938 | $5,256-82.2% | $4,695-80.0% | $4,876-80.8% |
| Participant deferral / active EE | $2,275 | $6,630-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $113 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |