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 | $41,178 | $198,466-79.3% | $170,442-75.8% | $147,584-72.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 36.81% | 257.29%-220.5pp | 205.93%-169.1pp | 578.55%-541.7pp |
| Employer contribution / active EE | $1,395 | $6,184-77.4% | $5,433-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $7,793 | $5,629+38.4% | $4,939+57.8% | $5,439+43.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |