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 | $40,271 | $198,466-79.7% | $170,442-76.4% | $147,584-72.7% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 26.81% | 257.29%-230.5pp | 205.93%-179.1pp | 578.55%-551.7pp |
| Employer contribution / active EE | $2,631 | $6,184-57.5% | $5,433-51.6% | $4,876-46.1% |
| Participant deferral / active EE | $3,762 | $5,629-33.2% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |