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 | $29,871 | $74,888-60.1% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 30.78% | 345.14%-314.4pp | 282.51%-251.7pp | 217.08%-186.3pp |
| Employer contribution / active EE | $3,111 | $2,854+9.0% | $2,721+14.3% | $4,299-27.6% |
| Participant deferral / active EE | $5,661 | $4,454+27.1% | $4,175+35.6% | $6,507-13.0% |
| Admin fee / account holder | $12 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |