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 | $39,114 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 70.6% | 86.3%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 15.44% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,860 | $5,706-14.8% | $5,011-3.0% | $4,761+2.1% |
| Participant deferral / active EE | $5,324 | $5,954-10.6% | $5,202+2.3% | $5,982-11.0% |
| Admin fee / account holder | $187 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |