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 | $53,555 | $183,963-70.9% | $162,163-67.0% | $152,861-65.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 32.38% | 150.76%-118.4pp | 115.59%-83.2pp | 345.32%-312.9pp |
| Employer contribution / active EE | $4,640 | $6,371-27.2% | $5,614-17.3% | $4,762-2.6% |
| Participant deferral / active EE | $7,909 | $8,034-1.6% | $7,298+8.4% | $5,850+35.2% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |