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 | $113,063 | $209,411-46.0% | $178,490-36.7% | $158,922-28.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.39% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,392 | $5,706-75.6% | $5,011-72.2% | $4,761-70.8% |
| Participant deferral / active EE | $2,657 | $5,954-55.4% | $5,202-48.9% | $5,982-55.6% |
| Admin fee / account holder | $82 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |