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 | $63,839 | $102,966-38.0% | $90,281-29.3% | $152,861-58.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 20.17% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $3,780 | $3,139+20.4% | $2,854+32.4% | $4,762-20.6% |
| Participant deferral / active EE | $6,281 | $4,281+46.7% | $3,885+61.7% | $5,850+7.4% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |