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 | $40,653 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 19.57% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,154 | $5,256-78.0% | $4,695-75.4% | $4,876-76.3% |
| Participant deferral / active EE | $4,278 | $6,630-35.5% | $6,247-31.5% | $5,439-21.3% |
| Admin fee / account holder | $136 | $10,905-98.8% | $9,243-98.5% | $10,885-98.7% |