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 | $58,145 | $100,852-42.3% | $90,404-35.7% | $158,922-63.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.92% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,644 | $3,689-55.4% | $3,262-49.6% | $4,761-65.5% |
| Participant deferral / active EE | $5,149 | $4,348+18.4% | $3,963+29.9% | $5,982-13.9% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |