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 | $63,103 | $171,865-63.3% | $149,718-57.9% | $147,584-57.2% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 22.63% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $5,452 | $6,275-13.1% | $5,445+0.1% | $4,876+11.8% |
| Participant deferral / active EE | $14,129 | $7,271+94.3% | $6,569+115.1% | $5,439+159.8% |
| Admin fee / account holder | $250 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |