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 | $52,825 | $202,318-73.9% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 21.95% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,608 | $5,856-55.5% | $5,143-49.3% | $4,762-45.2% |
| Participant deferral / active EE | $4,578 | $5,948-23.0% | $5,198-11.9% | $5,850-21.7% |
| Admin fee / account holder | $208 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |