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 | $100,868 | $144,119-30.0% | $117,854-14.4% | $147,584-31.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 12.82% | 531.15%-518.3pp | 335.08%-322.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,948 | $4,896-39.8% | $3,786-22.1% | $4,876-39.5% |
| Participant deferral / active EE | $6,043 | $5,316+13.7% | $4,482+34.8% | $5,439+11.1% |
| Admin fee / account holder | $294 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |