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 | $35,463 | $100,852-64.8% | $90,404-60.8% | $158,922-77.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 21.67% | 1724.20%-1702.5pp | 1293.02%-1271.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,569 | $3,689-57.5% | $3,262-51.9% | $4,761-67.0% |
| Participant deferral / active EE | $5,280 | $4,348+21.4% | $3,963+33.2% | $5,982-11.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |