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 | $73,201 | $183,963-60.2% | $162,163-54.9% | $152,861-52.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 21.95% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,957 | $6,371-53.6% | $5,614-47.3% | $4,762-37.9% |
| Participant deferral / active EE | $10,309 | $8,034+28.3% | $7,298+41.3% | $5,850+76.2% |
| Admin fee / account holder | $130 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |