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 | $110,690 | $183,519-39.7% | $155,509-28.8% | $145,922-24.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 22.44% | 61.17%-38.7pp | 64.67%-42.2pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,427 | $5,313-35.5% | $4,672-26.6% | $4,660-26.4% |
| Participant deferral / active EE | $4,397 | $6,462-32.0% | $5,626-21.8% | $6,688-34.2% |
| Admin fee / account holder | $209 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |