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 | $89,319 | $209,832-57.4% | $189,513-52.9% | $167,490-46.7% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 14.91% | 748.27%-733.4pp | 555.15%-540.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,255 | $6,914-24.0% | $6,162-14.7% | $4,837+8.6% |
| Participant deferral / active EE | $4,010 | $8,935-55.1% | $8,221-51.2% | $6,341-36.8% |
| Admin fee / account holder | $167 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |