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 6-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 | $33,396 | $209,832-84.1% | $189,513-82.4% | $167,490-80.1% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 22.65% | 748.27%-725.6pp | 555.15%-532.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,209 | $6,914-53.6% | $6,162-47.9% | $4,837-33.7% |
| Participant deferral / active EE | $4,500 | $8,935-49.6% | $8,221-45.3% | $6,341-29.0% |
| Admin fee / account holder | $124 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |