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 | $32,655 | $56,277-42.0% | $80,975-59.7% | $62,891-48.1% |
| Participation rate | 78.1% | 69.0%+9.2pp | 75.8%+2.3pp | 69.3%+8.8pp |
| Annual return | 75.13% | 22.12%+53.0pp | 17.10%+58.0pp | 20.14%+55.0pp |
| Employer contribution / active EE | $4,292 | $1,943+120.9% | $3,714+15.6% | $2,281+88.2% |
| Participant deferral / active EE | $7,297 | $4,195+74.0% | $5,696+28.1% | $3,203+127.8% |
| Admin fee / account holder | $154 | $3,741-95.9% | $5,516-97.2% | $4,296-96.4% |