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 | $43,798 | $175,202-75.0% | $149,673-70.7% | $139,434-68.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 22.66% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,860 | $5,474-66.0% | $4,818-61.4% | $4,751-60.8% |
| Participant deferral / active EE | $2,794 | $6,519-57.1% | $5,680-50.8% | $6,710-58.4% |
| Admin fee / account holder | $107 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |