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 9-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 | $45,386 | $226,064-79.9% | $182,532-75.1% | $152,861-70.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 31.42% | 192.51%-161.1pp | 148.54%-117.1pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,374 | $4,978-72.4% | $4,076-66.3% | $4,762-71.1% |
| Participant deferral / active EE | $9,272 | $6,368+45.6% | $5,524+67.8% | $5,850+58.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |