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 | $86,361 | $209,411-58.8% | $178,490-51.6% | $158,922-45.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.39% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,932 | $5,706-66.2% | $5,011-61.5% | $4,761-59.4% |
| Participant deferral / active EE | $3,534 | $5,954-40.6% | $5,202-32.1% | $5,982-40.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |