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 | $39,098 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.40% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,602 | $5,706-54.4% | $5,011-48.1% | $4,761-45.4% |
| Participant deferral / active EE | $4,658 | $5,954-21.8% | $5,202-10.5% | $5,982-22.1% |
| Admin fee / account holder | $176 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |