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 | $33,318 | $112,096-70.3% | $95,952-65.3% | $158,922-79.0% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 7.80% | 171.09%-163.3pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $4,032 | $3,198+26.1% | $2,541+58.7% | $4,761-15.3% |
| Participant deferral / active EE | $2,628 | $4,784-45.1% | $4,167-36.9% | $5,982-56.1% |
| Admin fee / account holder | $253 | $10,130-97.5% | $6,795-96.3% | $11,246-97.7% |