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 | $90,040 | $202,318-55.5% | $172,739-47.9% | $152,861-41.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 27.31% | 1029.65%-1002.3pp | 802.84%-775.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,810 | $5,856-52.0% | $5,143-45.4% | $4,762-41.0% |
| Participant deferral / active EE | $5,167 | $5,948-13.1% | $5,198-0.6% | $5,850-11.7% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |