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 | $90,069 | $159,901-43.7% | $146,958-38.7% | $145,922-38.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.39% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,754 | $5,286+8.8% | $4,933+16.6% | $4,660+23.5% |
| Participant deferral / active EE | $10,239 | $8,428+21.5% | $8,070+26.9% | $6,688+53.1% |
| Admin fee / account holder | $260 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |