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 | $80,655 | $159,901-49.6% | $146,958-45.1% | $145,922-44.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.90% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,249 | $5,286-38.5% | $4,933-34.1% | $4,660-30.3% |
| Participant deferral / active EE | $4,467 | $8,428-47.0% | $8,070-44.6% | $6,688-33.2% |
| Admin fee / account holder | $23 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |