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 | $29,994 | $210,648-85.8% | $177,989-83.1% | $145,922-79.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 21.63% | 385.86%-364.2pp | 294.48%-272.9pp | 561.29%-539.7pp |
| Employer contribution / active EE | $3,354 | $4,565-26.5% | $3,949-15.1% | $4,660-28.0% |
| Participant deferral / active EE | $5,165 | $6,958-25.8% | $6,276-17.7% | $6,688-22.8% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |