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 | $51,588 | $168,632-69.4% | $147,614-65.1% | $125,391-58.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.39% | 77.65%-74.3pp | 61.98%-58.6pp | 282.22%-278.8pp |
| Employer contribution / active EE | $1,397 | $6,252-77.7% | $5,564-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $5,910 | $5,507+7.3% | $4,895+20.7% | $5,352+10.4% |
| Admin fee / account holder | $295 | $13,580-97.8% | $11,611-97.5% | $9,540-96.9% |