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 | $44,384 | $209,832-78.8% | $189,513-76.6% | $167,490-73.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.71% | 748.27%-733.6pp | 555.15%-540.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,193 | $6,914-68.3% | $6,162-64.4% | $4,837-54.7% |
| Participant deferral / active EE | $7,744 | $8,935-13.3% | $8,221-5.8% | $6,341+22.1% |
| Admin fee / account holder | $5 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |