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 | $62,821 | $209,411-70.0% | $178,490-64.8% | $158,922-60.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 28.27% | 188.75%-160.5pp | 151.07%-122.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,480 | $5,706-74.1% | $5,011-70.5% | $4,761-68.9% |
| Participant deferral / active EE | $5,518 | $5,954-7.3% | $5,202+6.1% | $5,982-7.8% |
| Admin fee / account holder | $174 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |