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 7-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 | $32,940 | $209,832-84.3% | $189,513-82.6% | $167,490-80.3% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 15.29% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,409 | $6,914-50.7% | $6,162-44.7% | $4,837-29.5% |
| Participant deferral / active EE | $5,701 | $8,935-36.2% | $8,221-30.7% | $6,341-10.1% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |