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 | $36,649 | $209,411-82.5% | $178,490-79.5% | $158,922-76.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.78% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,435 | $5,706-22.3% | $5,011-11.5% | $4,761-6.9% |
| Participant deferral / active EE | $2,786 | $5,954-53.2% | $5,202-46.4% | $5,982-53.4% |
| Admin fee / account holder | $46 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |