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 3-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 | $57,995 | $210,648-72.5% | $177,989-67.4% | $145,922-60.3% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 23.97% | 385.86%-361.9pp | 294.48%-270.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $9,938 | $4,565+117.7% | $3,949+151.7% | $4,660+113.3% |
| Participant deferral / active EE | $12,868 | $6,958+84.9% | $6,276+105.0% | $6,688+92.4% |
| Admin fee / account holder | $206 | $12,013-98.3% | $10,363-98.0% | $13,397-98.5% |