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 | $51,546 | $183,963-72.0% | $162,163-68.2% | $152,861-66.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 19.83% | 150.76%-130.9pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,756 | $6,371-56.7% | $5,614-50.9% | $4,762-42.1% |
| Participant deferral / active EE | $8,334 | $8,034+3.7% | $7,298+14.2% | $5,850+42.5% |
| Admin fee / account holder | $67 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |