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 | $107,149 | $217,402-50.7% | $185,823-42.3% | $167,490-36.0% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 16.43% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,435 | $5,873-41.5% | $5,167-33.5% | $4,837-29.0% |
| Participant deferral / active EE | $5,854 | $6,356-7.9% | $5,568+5.1% | $6,341-7.7% |
| Admin fee / account holder | $111 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |