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 | $118,001 | $88,751+33.0% | $81,812+44.2% | $145,922-19.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 13.98% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,863 | $3,083-39.6% | $2,912-36.0% | $4,660-60.0% |
| Participant deferral / active EE | $5,419 | $4,643+16.7% | $4,319+25.5% | $6,688-19.0% |
| Admin fee / account holder | $290 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |