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 | $62,824 | $198,466-68.3% | $170,442-63.1% | $147,584-57.4% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 22.22% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $6,500 | $6,184+5.1% | $5,433+19.6% | $4,876+33.3% |
| Participant deferral / active EE | $3,265 | $5,629-42.0% | $4,939-33.9% | $5,439-40.0% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |