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 | $36,702 | $88,751-58.6% | $81,812-55.1% | $145,922-74.8% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 10.89% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,932 | $3,083-37.4% | $2,912-33.7% | $4,660-58.5% |
| Participant deferral / active EE | $4,812 | $4,643+3.6% | $4,319+11.4% | $6,688-28.1% |
| Admin fee / account holder | $54 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |