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 | $39,933 | $105,998-62.3% | $92,233-56.7% | $147,584-72.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 20.93% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,410 | $4,333-21.3% | $3,679-7.3% | $4,876-30.1% |
| Participant deferral / active EE | $8,556 | $4,478+91.1% | $3,897+119.6% | $5,439+57.3% |
| Admin fee / account holder | $142 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |