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 | $39,285 | $102,966-61.8% | $90,281-56.5% | $152,861-74.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.76% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,658 | $3,139-15.3% | $2,854-6.9% | $4,762-44.2% |
| Participant deferral / active EE | $6,050 | $4,281+41.3% | $3,885+55.7% | $5,850+3.4% |
| Admin fee / account holder | $168 | $6,171-97.3% | $5,351-96.9% | $11,596-98.6% |