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 | $39,018 | $148,534-73.7% | $135,903-71.3% | $139,434-72.0% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 22.59% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,124 | $8,100-12.1% | $7,758-8.2% | $6,710+6.2% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-99.9% |