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 | $29,465 | $138,065-78.7% | $123,544-76.2% | $135,375-78.2% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | 13.22% | 153.68%-140.5pp | 119.20%-106.0pp | 519.73%-506.5pp |
| Employer contribution / active EE | $3,414 | $5,151-33.7% | $4,628-26.2% | $4,779-28.5% |
| Participant deferral / active EE | $5,009 | $6,799-26.3% | $6,426-22.0% | $5,609-10.7% |
| Admin fee / account holder | $138 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |