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 | $90,143 | $171,865-47.6% | $149,718-39.8% | $147,584-38.9% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 19.55% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,881 | $6,275-54.1% | $5,445-47.1% | $4,876-40.9% |
| Participant deferral / active EE | $6,897 | $7,271-5.1% | $6,569+5.0% | $5,439+26.8% |
| Admin fee / account holder | $40 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |