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 | $108,023 | $53,127+103.3% | $86,590+24.8% | $70,131+54.0% |
| Participation rate | 80.6% | 65.3%+15.2pp | 73.5%+7.0pp | 69.5%+11.0pp |
| Annual return | 133.00% | 27.66%+105.3pp | 964.84%-831.8pp | 73.14%+59.9pp |
| Employer contribution / active EE | $1,836 | $2,068-11.2% | $2,839-35.3% | $2,342-21.6% |
| Participant deferral / active EE | $2,880 | $2,696+6.8% | $3,609-20.2% | $3,332-13.6% |
| Admin fee / account holder | $182 | $3,585-94.9% | $4,906-96.3% | $4,645-96.1% |