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 | $37,251 | $96,635-61.5% | $86,612-57.0% | $139,434-73.3% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 22.69% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,024 | $3,263-7.3% | $3,022+0.1% | $4,751-36.3% |
| Participant deferral / active EE | $4,705 | $4,836-2.7% | $4,438+6.0% | $6,710-29.9% |
| Admin fee / account holder | $142 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |