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 | $46,247 | $202,318-77.1% | $172,739-73.2% | $152,861-69.7% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 27.78% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,114 | $5,856-63.9% | $5,143-58.9% | $4,762-55.6% |
| Participant deferral / active EE | $3,485 | $5,948-41.4% | $5,198-33.0% | $5,850-40.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |