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 | $36,095 | $198,466-81.8% | $170,442-78.8% | $147,584-75.5% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 26.28% | 257.29%-231.0pp | 205.93%-179.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,675 | $6,184-56.7% | $5,433-50.8% | $4,876-45.1% |
| Participant deferral / active EE | $4,227 | $5,629-24.9% | $4,939-14.4% | $5,439-22.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |