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 5-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 | $83,755 | $138,044-39.3% | $125,339-33.2% | $134,475-37.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 89.75% | 750.33%-660.6pp | 572.05%-482.3pp | 417.96%-328.2pp |
| Employer contribution / active EE | $3,636 | $5,243-30.7% | $4,814-24.5% | $4,740-23.3% |
| Participant deferral / active EE | $14,544 | $7,799+86.5% | $7,446+95.3% | $6,400+127.3% |
| Admin fee / account holder | $191 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |