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 | $39,932 | $227,553-82.5% | $189,557-78.9% | $167,490-76.2% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.4%+5.8pp | 82.1%+2.1pp |
| Annual return | 11.79% | 78.40%-66.6pp | 64.17%-52.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,046 | $5,316-61.5% | $4,412-53.6% | $4,837-57.7% |
| Participant deferral / active EE | $2,652 | $7,002-62.1% | $6,174-57.0% | $6,341-58.2% |
| Admin fee / account holder | $290 | $11,878-97.6% | $9,807-97.0% | $12,309-97.6% |