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 | $61,195 | $198,466-69.2% | $170,442-64.1% | $147,584-58.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.13% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,619 | $6,184-25.3% | $5,433-15.0% | $4,876-5.3% |
| Participant deferral / active EE | $4,321 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $297 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |