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 | $63,638 | $180,449-64.7% | $154,107-58.7% | $135,375-53.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 21.97% | 888.09%-866.1pp | 735.12%-713.1pp | 519.73%-497.8pp |
| Employer contribution / active EE | $1,582 | $6,035-73.8% | $5,298-70.1% | $4,779-66.9% |
| Participant deferral / active EE | $6,906 | $5,806+18.9% | $5,081+35.9% | $5,609+23.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |