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 | $49,997 | $183,963-72.8% | $162,163-69.2% | $152,861-67.3% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.6%-17.0pp | 82.4%-11.9pp |
| Annual return | 22.88% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,959 | $6,371-53.5% | $5,614-47.3% | $4,762-37.9% |
| Participant deferral / active EE | $12,216 | $8,034+52.1% | $7,298+67.4% | $5,850+108.8% |
| Admin fee / account holder | $162 | $13,121-98.8% | $10,843-98.5% | $11,596-98.6% |