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 | $93,010 | $209,411-55.6% | $178,490-47.9% | $158,922-41.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.26% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,916 | $5,706-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $14,229 | $5,954+139.0% | $5,202+173.5% | $5,982+137.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |