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 | $75,806 | $202,318-62.5% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 31.56% | 1029.65%-998.1pp | 802.84%-771.3pp | 345.32%-313.8pp |
| Employer contribution / active EE | $1,552 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $5,394 | $5,948-9.3% | $5,198+3.8% | $5,850-7.8% |
| Admin fee / account holder | $241 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |