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 | $62,051 | $156,846-60.4% | $121,098-48.8% | $139,434-55.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 25.05% | 1474.56%-1449.5pp | 985.75%-960.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,782 | $5,536-67.8% | $4,164-57.2% | $4,751-62.5% |
| Participant deferral / active EE | $5,413 | $4,844+11.7% | $4,080+32.7% | $6,710-19.3% |
| Admin fee / account holder | $87 | $6,946-98.8% | $5,644-98.5% | $11,403-99.2% |