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 | $40,239 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 23.09% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.2pp |
| Employer contribution / active EE | $2,810 | $5,286-46.9% | $4,933-43.0% | $4,660-39.7% |
| Participant deferral / active EE | $4,035 | $8,428-52.1% | $8,070-50.0% | $6,688-39.7% |
| Admin fee / account holder | $39 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |