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 | $53,049 | $114,381-53.6% | $107,525-50.7% | $142,382-62.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 24.16% | 242.71%-218.5pp | 181.32%-157.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $9,894 | $4,015+146.5% | $3,754+163.6% | $4,299+130.1% |
| Participant deferral / active EE | $4,689 | $5,564-15.7% | $5,116-8.3% | $6,507-27.9% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |