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 | $120,886 | $159,901-24.4% | $146,958-17.7% | $145,922-17.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.20% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,968 | $5,286-43.8% | $4,933-39.8% | $4,660-36.3% |
| Participant deferral / active EE | $7,817 | $8,428-7.3% | $8,070-3.1% | $6,688+16.9% |
| Admin fee / account holder | $185 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |