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 | $114,530 | $105,998+8.0% | $92,233+24.2% | $147,584-22.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.58% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,563 | $4,333-63.9% | $3,679-57.5% | $4,876-67.9% |
| Participant deferral / active EE | $3,731 | $4,478-16.7% | $3,897-4.3% | $5,439-31.4% |
| Admin fee / account holder | $132 | $6,332-97.9% | $5,194-97.5% | $10,885-98.8% |