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 | $34,638 | $209,411-83.5% | $178,490-80.6% | $158,922-78.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.18% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,447 | $5,706-74.6% | $5,011-71.1% | $4,761-69.6% |
| Participant deferral / active EE | $3,269 | $5,954-45.1% | $5,202-37.2% | $5,982-45.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |