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 | $50,934 | $107,334-52.5% | $92,893-45.2% | $152,861-66.7% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 21.96% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,886 | $4,221-55.3% | $3,653-48.4% | $4,762-60.4% |
| Participant deferral / active EE | $6,455 | $4,845+33.2% | $4,236+52.4% | $5,850+10.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |