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 | $143,854 | $183,963-21.8% | $162,163-11.3% | $152,861-5.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 23.27% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,259 | $6,371-1.7% | $5,614+11.5% | $4,762+31.4% |
| Participant deferral / active EE | $9,313 | $8,034+15.9% | $7,298+27.6% | $5,850+59.2% |
| Admin fee / account holder | $56 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |