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 | $75,216 | $159,901-53.0% | $146,958-48.8% | $145,922-48.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 20.22% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,562 | $5,286-51.5% | $4,933-48.1% | $4,660-45.0% |
| Participant deferral / active EE | $7,584 | $8,428-10.0% | $8,070-6.0% | $6,688+13.4% |
| Admin fee / account holder | $139 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |