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 | $70,561 | $209,411-66.3% | $178,490-60.5% | $158,922-55.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 27.73% | 188.75%-161.0pp | 151.07%-123.3pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,898 | $5,706-66.7% | $5,011-62.1% | $4,761-60.1% |
| Participant deferral / active EE | $7,181 | $5,954+20.6% | $5,202+38.1% | $5,982+20.0% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |