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 | $42,476 | $171,865-75.3% | $149,718-71.6% | $147,584-71.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.49% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,211 | $6,275-64.8% | $5,445-59.4% | $4,876-54.7% |
| Participant deferral / active EE | $6,103 | $7,271-16.1% | $6,569-7.1% | $5,439+12.2% |
| Admin fee / account holder | $276 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |