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 | $51,057 | $217,402-76.5% | $185,823-72.5% | $167,490-69.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 18.69% | 148.36%-129.7pp | 122.05%-103.4pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,598 | $5,873-55.8% | $5,167-49.7% | $4,837-46.3% |
| Participant deferral / active EE | $8,050 | $6,356+26.6% | $5,568+44.6% | $6,341+26.9% |
| Admin fee / account holder | $276 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |