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 | $43,958 | $171,865-74.4% | $149,718-70.6% | $147,584-70.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.44% | 2113.22%-2090.8pp | 1501.63%-1479.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,397 | $6,275-45.9% | $5,445-37.6% | $4,876-30.3% |
| Participant deferral / active EE | $13,080 | $7,271+79.9% | $6,569+99.1% | $5,439+140.5% |
| Admin fee / account holder | $79 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |