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 | $51,200 | $209,832-75.6% | $189,513-73.0% | $167,490-69.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 11.02% | 748.27%-737.3pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,189 | $6,914-68.3% | $6,162-64.5% | $4,837-54.8% |
| Participant deferral / active EE | $7,304 | $8,935-18.3% | $8,221-11.2% | $6,341+15.2% |
| Admin fee / account holder | $19 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |