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 | $112,610 | $96,635+16.5% | $86,612+30.0% | $139,434-19.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 13.43% | 106.41%-93.0pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,531 | $3,263-22.4% | $3,022-16.3% | $4,751-46.7% |
| Participant deferral / active EE | $3,420 | $4,836-29.3% | $4,438-22.9% | $6,710-49.0% |
| Admin fee / account holder | $284 | $6,408-95.6% | $5,614-94.9% | $11,403-97.5% |