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 | $75,235 | $217,402-65.4% | $185,823-59.5% | $167,490-55.1% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 17.14% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,539 | $5,873-73.8% | $5,167-70.2% | $4,837-68.2% |
| Participant deferral / active EE | $4,894 | $6,356-23.0% | $5,568-12.1% | $6,341-22.8% |
| Admin fee / account holder | $4 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |