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 | $108,911 | $183,963-40.8% | $162,163-32.8% | $152,861-28.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 25.37% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,135 | $6,371-50.8% | $5,614-44.1% | $4,762-34.2% |
| Participant deferral / active EE | $10,614 | $8,034+32.1% | $7,298+45.4% | $5,850+81.4% |
| Admin fee / account holder | $270 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |