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 | $118,999 | $209,411-43.2% | $178,490-33.3% | $158,922-25.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.75% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,220 | $5,706-78.6% | $5,011-75.7% | $4,761-74.4% |
| Participant deferral / active EE | $8,284 | $5,954+39.1% | $5,202+59.3% | $5,982+38.5% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |