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 | $55,224 | $226,064-75.6% | $182,532-69.7% | $152,861-63.9% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 19.48% | 192.51%-173.0pp | 148.54%-129.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $965 | $4,978-80.6% | $4,076-76.3% | $4,762-79.7% |
| Participant deferral / active EE | $11,617 | $6,368+82.4% | $5,524+110.3% | $5,850+98.6% |
| Admin fee / account holder | $23 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |