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 | $88,435 | $209,411-57.8% | $178,490-50.5% | $158,922-44.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.60% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,917 | $5,706-66.4% | $5,011-61.7% | $4,761-59.7% |
| Participant deferral / active EE | $5,288 | $5,954-11.2% | $5,202+1.7% | $5,982-11.6% |
| Admin fee / account holder | $120 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |