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 | $41,704 | $183,963-77.3% | $162,163-74.3% | $152,861-72.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 23.66% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,585 | $6,371-59.4% | $5,614-53.9% | $4,762-45.7% |
| Participant deferral / active EE | $4,658 | $8,034-42.0% | $7,298-36.2% | $5,850-20.4% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |