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 | $50,039 | $175,202-71.4% | $149,673-66.6% | $139,434-64.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 18.38% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,098 | $5,474-79.9% | $4,818-77.2% | $4,751-76.9% |
| Participant deferral / active EE | $5,379 | $6,519-17.5% | $5,680-5.3% | $6,710-19.8% |
| Admin fee / account holder | $56 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |