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 | $51,462 | $217,402-76.3% | $185,823-72.3% | $167,490-69.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.28% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,735 | $5,873-53.4% | $5,167-47.1% | $4,837-43.5% |
| Participant deferral / active EE | $5,655 | $6,356-11.0% | $5,568+1.6% | $6,341-10.8% |
| Admin fee / account holder | $162 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |