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 | $64,967 | $105,998-38.7% | $92,233-29.6% | $147,584-56.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 37.81% | 50.05%-12.2pp | 176.28%-138.5pp | 578.55%-540.7pp |
| Employer contribution / active EE | $2,684 | $4,333-38.1% | $3,679-27.1% | $4,876-45.0% |
| Participant deferral / active EE | $5,584 | $4,478+24.7% | $3,897+43.3% | $5,439+2.7% |
| Admin fee / account holder | $229 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |