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 | $42,257 | $107,334-60.6% | $92,893-54.5% | $152,861-72.4% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 17.43% | 145.58%-128.1pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,978 | $4,221-53.1% | $3,653-45.8% | $4,762-58.5% |
| Participant deferral / active EE | $3,240 | $4,845-33.1% | $4,236-23.5% | $5,850-44.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |