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 | $37,107 | $198,466-81.3% | $170,442-78.2% | $147,584-74.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 22.82% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,797 | $6,184-54.8% | $5,433-48.5% | $4,876-42.6% |
| Participant deferral / active EE | $8,501 | $5,629+51.0% | $4,939+72.1% | $5,439+56.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |