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 | $39,300 | $209,411-81.2% | $178,490-78.0% | $158,922-75.3% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 15.09% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,465 | $5,706-74.3% | $5,011-70.8% | $4,761-69.2% |
| Participant deferral / active EE | $4,448 | $5,954-25.3% | $5,202-14.5% | $5,982-25.7% |
| Admin fee / account holder | $280 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |