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 | $45,756 | $85,766-46.7% | $136,294-66.4% | $70,131-34.8% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 57.78% | 31.45%+26.3pp | 5155.94%-5098.2pp | 73.14%-15.4pp |
| Employer contribution / active EE | $1,253 | $2,966-57.7% | $4,695-73.3% | $2,342-46.5% |
| Participant deferral / active EE | $4,682 | $5,051-7.3% | $6,247-25.1% | $3,332+40.5% |
| Admin fee / account holder | $114 | $5,420-97.9% | $9,243-98.8% | $4,645-97.5% |