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 | $101,268 | $209,832-51.7% | $189,513-46.6% | $167,490-39.5% |
| Participation rate | 72.7% | 88.7%-15.9pp | 87.8%-15.1pp | 82.1%-9.4pp |
| Annual return | 13.11% | 748.27%-735.2pp | 555.15%-542.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,396 | $6,914-50.9% | $6,162-44.9% | $4,837-29.8% |
| Participant deferral / active EE | $6,097 | $8,935-31.8% | $8,221-25.8% | $6,341-3.9% |
| Admin fee / account holder | $246 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |