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 | $41,303 | $202,318-79.6% | $172,739-76.1% | $152,861-73.0% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 36.12% | 1029.65%-993.5pp | 802.84%-766.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $2,024 | $5,856-65.4% | $5,143-60.7% | $4,762-57.5% |
| Participant deferral / active EE | $3,435 | $5,948-42.3% | $5,198-33.9% | $5,850-41.3% |
| Admin fee / account holder | $32 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |