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 | $63,572 | $217,402-70.8% | $185,823-65.8% | $167,490-62.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.23% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,265 | $5,873-78.5% | $5,167-75.5% | $4,837-73.9% |
| Participant deferral / active EE | $4,991 | $6,356-21.5% | $5,568-10.4% | $6,341-21.3% |
| Admin fee / account holder | $112 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |