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 | $36,881 | $226,064-83.7% | $182,532-79.8% | $152,861-75.9% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.4%+11.7pp |
| Annual return | 23.27% | 192.51%-169.2pp | 148.54%-125.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,548 | $4,978-48.8% | $4,076-37.5% | $4,762-46.5% |
| Participant deferral / active EE | $2,833 | $6,368-55.5% | $5,524-48.7% | $5,850-51.6% |
| Admin fee / account holder | $113 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |