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 | $42,228 | $198,466-78.7% | $170,442-75.2% | $147,584-71.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 25.59% | 257.29%-231.7pp | 205.93%-180.3pp | 578.55%-553.0pp |
| Employer contribution / active EE | $2,598 | $6,184-58.0% | $5,433-52.2% | $4,876-46.7% |
| Participant deferral / active EE | $6,377 | $5,629+13.3% | $4,939+29.1% | $5,439+17.3% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |