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 | $39,123 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 20.07% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,483 | $5,706-56.5% | $5,011-50.4% | $4,761-47.9% |
| Participant deferral / active EE | $2,737 | $5,954-54.0% | $5,202-47.4% | $5,982-54.2% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |