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 | $90,186 | $209,411-56.9% | $178,490-49.5% | $158,922-43.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 69.45% | 188.75%-119.3pp | 151.07%-81.6pp | 302.83%-233.4pp |
| Employer contribution / active EE | $1,197 | $5,706-79.0% | $5,011-76.1% | $4,761-74.9% |
| Participant deferral / active EE | $4,103 | $5,954-31.1% | $5,202-21.1% | $5,982-31.4% |
| Admin fee / account holder | $193 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |