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 | $46,110 | $107,334-57.0% | $92,893-50.4% | $152,861-69.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 28.36% | 145.58%-117.2pp | 109.41%-81.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $11,067 | $4,221+162.2% | $3,653+203.0% | $4,762+132.4% |
| Participant deferral / active EE | $14,825 | $4,845+206.0% | $4,236+250.0% | $5,850+153.4% |
| Admin fee / account holder | $42 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |