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 | $37,784 | $105,998-64.4% | $92,233-59.0% | $147,584-74.4% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 17.23% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,112 | $4,333-51.3% | $3,679-42.6% | $4,876-56.7% |
| Participant deferral / active EE | $3,025 | $4,478-32.4% | $3,897-22.4% | $5,439-44.4% |
| Admin fee / account holder | $199 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |