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 | $33,045 | $144,119-77.1% | $117,854-72.0% | $147,584-77.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 20.38% | 531.15%-510.8pp | 335.08%-314.7pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,410 | $4,896-50.8% | $3,786-36.3% | $4,876-50.6% |
| Participant deferral / active EE | $3,660 | $5,316-31.2% | $4,482-18.3% | $5,439-32.7% |
| Admin fee / account holder | $165 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |