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 | $41,261 | $180,449-77.1% | $154,107-73.2% | $135,375-69.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 26.46% | 888.09%-861.6pp | 735.12%-708.7pp | 519.73%-493.3pp |
| Employer contribution / active EE | $6,194 | $6,035+2.6% | $5,298+16.9% | $4,779+29.6% |
| Participant deferral / active EE | $8,982 | $5,806+54.7% | $5,081+76.8% | $5,609+60.1% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |