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 | $61,238 | $98,240-37.7% | $82,313-25.6% | $147,584-58.5% |
| Participation rate | 94.7% | 79.7%+15.0pp | 76.9%+17.8pp | 82.8%+11.9pp |
| Annual return | 168.37% | 30.85%+137.5pp | 25.88%+142.5pp | 578.55%-410.2pp |
| Employer contribution / active EE | $4,813 | $3,192+50.8% | $2,428+98.2% | $4,876-1.3% |
| Participant deferral / active EE | $5,158 | $4,383+17.7% | $3,706+39.2% | $5,439-5.2% |
| Admin fee / account holder | $27 | $8,563-99.7% | $5,608-99.5% | $10,885-99.8% |