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 | $91,084 | $217,402-58.1% | $185,823-51.0% | $167,490-45.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 31.20% | 148.36%-117.2pp | 122.05%-90.8pp | 478.56%-447.4pp |
| Employer contribution / active EE | $4,473 | $5,873-23.8% | $5,167-13.4% | $4,837-7.5% |
| Participant deferral / active EE | $9,907 | $6,356+55.9% | $5,568+77.9% | $6,341+56.2% |
| Admin fee / account holder | $62 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |