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 6-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 | $104,977 | $175,202-40.1% | $149,673-29.9% | $139,434-24.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.44% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $8,526 | $5,474+55.7% | $4,818+77.0% | $4,751+79.5% |
| Participant deferral / active EE | $16,124 | $6,519+147.3% | $5,680+183.9% | $6,710+140.3% |
| Admin fee / account holder | $125 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |