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 | $44,349 | $183,963-75.9% | $162,163-72.7% | $152,861-71.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 34.38% | 150.76%-116.4pp | 115.59%-81.2pp | 345.32%-310.9pp |
| Employer contribution / active EE | $3,431 | $6,371-46.1% | $5,614-38.9% | $4,762-27.9% |
| Participant deferral / active EE | $11,170 | $8,034+39.0% | $7,298+53.1% | $5,850+90.9% |
| Admin fee / account holder | $107 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |