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 | $82,144 | $159,901-48.6% | $146,958-44.1% | $145,922-43.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.88% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,334 | $5,286-36.9% | $4,933-32.4% | $4,660-28.4% |
| Participant deferral / active EE | $5,814 | $8,428-31.0% | $8,070-28.0% | $6,688-13.1% |
| Admin fee / account holder | $176 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |