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 | $46,439 | $105,998-56.2% | $92,233-49.7% | $147,584-68.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 22.42% | 50.05%-27.6pp | 176.28%-153.9pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,140 | $4,333-50.6% | $3,679-41.8% | $4,876-56.1% |
| Participant deferral / active EE | $7,673 | $4,478+71.3% | $3,897+96.9% | $5,439+41.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |