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 | $111,580 | $217,402-48.7% | $185,823-40.0% | $167,490-33.4% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 13.23% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,341 | $5,873-77.2% | $5,167-74.0% | $4,837-72.3% |
| Participant deferral / active EE | $3,866 | $6,356-39.2% | $5,568-30.6% | $6,341-39.0% |
| Admin fee / account holder | $31 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |