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 | $44,254 | $107,334-58.8% | $92,893-52.4% | $152,861-71.0% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 26.53% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,731 | $4,221+12.1% | $3,653+29.5% | $4,762-0.7% |
| Participant deferral / active EE | $6,468 | $4,845+33.5% | $4,236+52.7% | $5,850+10.6% |
| Admin fee / account holder | $102 | $7,079-98.6% | $5,794-98.2% | $11,596-99.1% |