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 | $120,014 | $209,411-42.7% | $178,490-32.8% | $158,922-24.5% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 19.32% | 188.75%-169.4pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,858 | $5,706-67.4% | $5,011-62.9% | $4,761-61.0% |
| Participant deferral / active EE | $5,895 | $5,954-1.0% | $5,202+13.3% | $5,982-1.5% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |