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 | $51,621 | $183,963-71.9% | $162,163-68.2% | $152,861-66.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 22.23% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,134 | $6,371-66.5% | $5,614-62.0% | $4,762-55.2% |
| Participant deferral / active EE | $3,365 | $8,034-58.1% | $7,298-53.9% | $5,850-42.5% |
| Admin fee / account holder | $22 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |