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 | $38,810 | $159,901-75.7% | $146,958-73.6% | $145,922-73.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 19.88% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $5,702 | $5,286+7.9% | $4,933+15.6% | $4,660+22.4% |
| Participant deferral / active EE | $5,854 | $8,428-30.5% | $8,070-27.5% | $6,688-12.5% |
| Admin fee / account holder | $97 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |