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 | $54,587 | $209,411-73.9% | $178,490-69.4% | $158,922-65.7% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 19.77% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,400 | $5,706-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $2,806 | $5,954-52.9% | $5,202-46.1% | $5,982-53.1% |
| Admin fee / account holder | $199 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |