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 | $72,656 | $159,901-54.6% | $146,958-50.6% | $145,922-50.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 29.37% | 98.13%-68.8pp | 418.34%-389.0pp | 561.29%-531.9pp |
| Employer contribution / active EE | $2,605 | $5,286-50.7% | $4,933-47.2% | $4,660-44.1% |
| Participant deferral / active EE | $9,973 | $8,428+18.3% | $8,070+23.6% | $6,688+49.1% |
| Admin fee / account holder | $17 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |