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 | $79,058 | $159,901-50.6% | $146,958-46.2% | $145,922-45.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 19.45% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,488 | $5,286-34.0% | $4,933-29.3% | $4,660-25.2% |
| Participant deferral / active EE | $6,599 | $8,428-21.7% | $8,070-18.2% | $6,688-1.3% |
| Admin fee / account holder | $234 | $15,044-98.4% | $12,998-98.2% | $13,397-98.3% |