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 | $32,504 | $202,318-83.9% | $172,739-81.2% | $152,861-78.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 23.60% | 1029.65%-1006.1pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,374 | $5,856-76.5% | $5,143-73.3% | $4,762-71.1% |
| Participant deferral / active EE | $4,694 | $5,948-21.1% | $5,198-9.7% | $5,850-19.8% |
| Admin fee / account holder | $220 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |