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 | $51,510 | $198,466-74.0% | $170,442-69.8% | $147,584-65.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.29% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $11,913 | $6,184+92.7% | $5,433+119.3% | $4,876+144.3% |
| Participant deferral / active EE | $10,067 | $5,629+78.8% | $4,939+103.8% | $5,439+85.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |