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 | $53,335 | $112,881-52.8% | $90,951-41.4% | $158,922-66.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 20.20% | 215.79%-195.6pp | 134.60%-114.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,900 | $2,893+0.3% | $2,122+36.7% | $4,761-39.1% |
| Participant deferral / active EE | $6,371 | $4,128+54.4% | $3,373+88.9% | $5,982+6.5% |
| Admin fee / account holder | $8 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |