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 | $141,066 | $112,096+25.8% | $95,952+47.0% | $158,922-11.2% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 15.05% | 171.09%-156.0pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,854 | $3,198-10.8% | $2,541+12.3% | $4,761-40.1% |
| Participant deferral / active EE | $6,613 | $4,784+38.2% | $4,167+58.7% | $5,982+10.5% |
| Admin fee / account holder | $72 | $10,130-99.3% | $6,795-98.9% | $11,246-99.4% |