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 | $61,045 | $209,411-70.8% | $178,490-65.8% | $158,922-61.6% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 14.89% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,581 | $5,706-72.3% | $5,011-68.5% | $4,761-66.8% |
| Participant deferral / active EE | $5,905 | $5,954-0.8% | $5,202+13.5% | $5,982-1.3% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |