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 | $92,969 | $179,726-48.3% | $156,263-40.5% | $142,382-34.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 10.98% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,943 | $6,956-43.3% | $6,158-36.0% | $6,507-39.4% |
| Admin fee / account holder | $124 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |