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 | $46,387 | $226,064-79.5% | $182,532-74.6% | $152,861-69.7% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 28.17% | 192.51%-164.3pp | 148.54%-120.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $3,052 | $4,978-38.7% | $4,076-25.1% | $4,762-35.9% |
| Participant deferral / active EE | $8,814 | $6,368+38.4% | $5,524+59.5% | $5,850+50.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |