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 | $57,483 | $217,402-73.6% | $185,823-69.1% | $167,490-65.7% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 24.29% | 148.36%-124.1pp | 122.05%-97.8pp | 478.56%-454.3pp |
| Employer contribution / active EE | $1,725 | $5,873-70.6% | $5,167-66.6% | $4,837-64.3% |
| Participant deferral / active EE | $6,193 | $6,356-2.6% | $5,568+11.2% | $6,341-2.3% |
| Admin fee / account holder | $278 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |