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 | $42,454 | $180,449-76.5% | $154,107-72.5% | $135,375-68.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 21.39% | 888.09%-866.7pp | 735.12%-713.7pp | 519.73%-498.3pp |
| Employer contribution / active EE | $2,173 | $6,035-64.0% | $5,298-59.0% | $4,779-54.5% |
| Participant deferral / active EE | $6,208 | $5,806+6.9% | $5,081+22.2% | $5,609+10.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |