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 | $82,519 | $209,411-60.6% | $178,490-53.8% | $158,922-48.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 21.16% | 188.75%-167.6pp | 151.07%-129.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,796 | $5,706-68.5% | $5,011-64.2% | $4,761-62.3% |
| Participant deferral / active EE | $11,378 | $5,954+91.1% | $5,202+118.7% | $5,982+90.2% |
| Admin fee / account holder | $59 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |