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 | $34,987 | $183,963-81.0% | $162,163-78.4% | $152,861-77.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 41.54% | 150.76%-109.2pp | 115.59%-74.0pp | 345.32%-303.8pp |
| Employer contribution / active EE | $3,614 | $6,371-43.3% | $5,614-35.6% | $4,762-24.1% |
| Participant deferral / active EE | $7,380 | $8,034-8.1% | $7,298+1.1% | $5,850+26.2% |
| Admin fee / account holder | $141 | $13,121-98.9% | $10,843-98.7% | $11,596-98.8% |