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 | $104,736 | $175,202-40.2% | $149,673-30.0% | $139,434-24.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 15.54% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,822 | $5,474-66.7% | $4,818-62.2% | $4,751-61.7% |
| Participant deferral / active EE | $8,926 | $6,519+36.9% | $5,680+57.2% | $6,710+33.0% |
| Admin fee / account holder | $297 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |