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 | $80,542 | $176,056-54.3% | $159,436-49.5% | $167,490-51.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.51% | 331.75%-317.2pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,511 | $5,297-52.6% | $4,829-48.0% | $4,837-48.1% |
| Participant deferral / active EE | $15,341 | $7,750+97.9% | $7,352+108.7% | $6,341+141.9% |
| Admin fee / account holder | $94 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |