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 | $54,744 | $209,832-73.9% | $189,513-71.1% | $167,490-67.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.60% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,025 | $6,914-70.7% | $6,162-67.1% | $4,837-58.1% |
| Participant deferral / active EE | $6,514 | $8,935-27.1% | $8,221-20.8% | $6,341+2.7% |
| Admin fee / account holder | $18 | $14,293-99.9% | $12,045-99.8% | $12,309-99.9% |