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 | $48,361 | $183,963-73.7% | $162,163-70.2% | $152,861-68.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 23.70% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,285 | $6,371-48.4% | $5,614-41.5% | $4,762-31.0% |
| Participant deferral / active EE | $6,613 | $8,034-17.7% | $7,298-9.4% | $5,850+13.0% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |