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 9-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 | $69,510 | $198,466-65.0% | $170,442-59.2% | $147,584-52.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.99% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $11,259 | $6,184+82.1% | $5,433+107.2% | $4,876+130.9% |
| Participant deferral / active EE | $5,089 | $5,629-9.6% | $4,939+3.0% | $5,439-6.4% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |