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 | $102,681 | $217,402-52.8% | $185,823-44.7% | $167,490-38.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $3,456 | $5,873-41.2% | $5,167-33.1% | $4,837-28.6% |
| Participant deferral / active EE | $5,233 | $6,356-17.7% | $5,568-6.0% | $6,341-17.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |