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 | $63,188 | $105,998-40.4% | $92,233-31.5% | $147,584-57.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 13.37% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,293 | $4,333-47.1% | $3,679-37.7% | $4,876-53.0% |
| Participant deferral / active EE | $7,396 | $4,478+65.2% | $3,897+89.8% | $5,439+36.0% |
| Admin fee / account holder | $42 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |