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 9-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 | $111,026 | $209,411-47.0% | $178,490-37.8% | $158,922-30.1% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 18.99% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,218 | $5,706-26.1% | $5,011-15.8% | $4,761-11.4% |
| Participant deferral / active EE | $5,631 | $5,954-5.4% | $5,202+8.3% | $5,982-5.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |