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 | $98,969 | $209,411-52.7% | $178,490-44.6% | $158,922-37.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.22% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,626 | $5,706-54.0% | $5,011-47.6% | $4,761-44.8% |
| Participant deferral / active EE | $4,464 | $5,954-25.0% | $5,202-14.2% | $5,982-25.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |