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 | $96,516 | $198,466-51.4% | $170,442-43.4% | $147,584-34.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 25.02% | 257.29%-232.3pp | 205.93%-180.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,957 | $6,184-68.3% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |