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 | $64,547 | $159,901-59.6% | $146,958-56.1% | $145,922-55.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,249 | $5,286-38.5% | $4,933-34.1% | $4,660-30.3% |
| Participant deferral / active EE | $8,714 | $8,428+3.4% | $8,070+8.0% | $6,688+30.3% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |