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 | $34,062 | $209,411-83.7% | $178,490-80.9% | $158,922-78.6% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 14.33% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,691 | $5,706-70.4% | $5,011-66.2% | $4,761-64.5% |
| Participant deferral / active EE | $3,767 | $5,954-36.7% | $5,202-27.6% | $5,982-37.0% |
| Admin fee / account holder | $253 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |