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 | $42,594 | $183,963-76.8% | $162,163-73.7% | $152,861-72.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 30.60% | 150.76%-120.2pp | 115.59%-85.0pp | 345.32%-314.7pp |
| Employer contribution / active EE | $10,325 | $6,371+62.1% | $5,614+83.9% | $4,762+116.8% |
| Participant deferral / active EE | $5,403 | $8,034-32.7% | $7,298-26.0% | $5,850-7.6% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |