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 | $93,865 | $210,648-55.4% | $177,989-47.3% | $145,922-35.7% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 11.39% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,180 | $4,565-8.4% | $3,949+5.9% | $4,660-10.3% |
| Participant deferral / active EE | $5,807 | $6,958-16.5% | $6,276-7.5% | $6,688-13.2% |
| Admin fee / account holder | $168 | $12,013-98.6% | $10,363-98.4% | $13,397-98.7% |