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 | $55,873 | $226,064-75.3% | $182,532-69.4% | $152,861-63.4% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 21.81% | 192.51%-170.7pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $854 | $4,978-82.9% | $4,076-79.1% | $4,762-82.1% |
| Participant deferral / active EE | $4,305 | $6,368-32.4% | $5,524-22.1% | $5,850-26.4% |
| Admin fee / account holder | $163 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |