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 | $42,130 | $171,865-75.5% | $149,718-71.9% | $147,584-71.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 12.23% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,371 | $6,275-62.2% | $5,445-56.5% | $4,876-51.4% |
| Participant deferral / active EE | $3,513 | $7,271-51.7% | $6,569-46.5% | $5,439-35.4% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |