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 | $36,109 | $210,648-82.9% | $177,989-79.7% | $145,922-75.3% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 10.32% | 385.86%-375.5pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $5,362 | $4,565+17.5% | $3,949+35.8% | $4,660+15.1% |
| Participant deferral / active EE | $10,727 | $6,958+54.2% | $6,276+70.9% | $6,688+60.4% |
| Admin fee / account holder | $193 | $12,013-98.4% | $10,363-98.1% | $13,397-98.6% |