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 | $49,946 | $209,411-76.1% | $178,490-72.0% | $158,922-68.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.51% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,868 | $5,706-49.7% | $5,011-42.8% | $4,761-39.8% |
| Participant deferral / active EE | $8,220 | $5,954+38.1% | $5,202+58.0% | $5,982+37.4% |
| Admin fee / account holder | $294 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |