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 | $45,990 | $183,963-75.0% | $162,163-71.6% | $152,861-69.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 27.95% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,155 | $6,371-66.2% | $5,614-61.6% | $4,762-54.7% |
| Participant deferral / active EE | $3,010 | $8,034-62.5% | $7,298-58.8% | $5,850-48.5% |
| Admin fee / account holder | $245 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |