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 | $62,350 | $198,466-68.6% | $170,442-63.4% | $147,584-57.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 29.80% | 257.29%-227.5pp | 205.93%-176.1pp | 578.55%-548.7pp |
| Employer contribution / active EE | $3,503 | $6,184-43.4% | $5,433-35.5% | $4,876-28.2% |
| Participant deferral / active EE | $7,632 | $5,629+35.6% | $4,939+54.5% | $5,439+40.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |