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 | $48,239 | $198,466-75.7% | $170,442-71.7% | $147,584-67.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.91% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,297 | $6,184-62.8% | $5,433-57.7% | $4,876-52.9% |
| Participant deferral / active EE | $5,809 | $5,629+3.2% | $4,939+17.6% | $5,439+6.8% |
| Admin fee / account holder | $169 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |