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 | $62,290 | $157,256-60.4% | $141,162-55.9% | $152,861-59.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 22.85% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,561 | $5,261-51.3% | $4,735-45.9% | $4,762-46.2% |
| Participant deferral / active EE | $6,803 | $7,109-4.3% | $6,709+1.4% | $5,850+16.3% |
| Admin fee / account holder | $142 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |