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 | $92,329 | $209,411-55.9% | $178,490-48.3% | $158,922-41.9% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 24.08% | 188.75%-164.7pp | 151.07%-127.0pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,431 | $5,706-74.9% | $5,011-71.5% | $4,761-70.0% |
| Participant deferral / active EE | $4,469 | $5,954-24.9% | $5,202-14.1% | $5,982-25.3% |
| Admin fee / account holder | $57 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |