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 | $51,221 | $209,411-75.5% | $178,490-71.3% | $158,922-67.8% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 19.48% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,535 | $5,706-55.6% | $5,011-49.4% | $4,761-46.7% |
| Participant deferral / active EE | $8,704 | $5,954+46.2% | $5,202+67.3% | $5,982+45.5% |
| Admin fee / account holder | $232 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |