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 | $132,942 | $217,402-38.8% | $185,823-28.5% | $167,490-20.6% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 10.55% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,584 | $5,873-4.9% | $5,167+8.1% | $4,837+15.4% |
| Participant deferral / active EE | $4,555 | $6,356-28.3% | $5,568-18.2% | $6,341-28.2% |
| Admin fee / account holder | $39 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |