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 | $69,669 | $105,998-34.3% | $92,233-24.5% | $147,584-52.8% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,940 | $4,333-55.2% | $3,679-47.3% | $4,876-60.2% |
| Participant deferral / active EE | $4,072 | $4,478-9.1% | $3,897+4.5% | $5,439-25.1% |
| Admin fee / account holder | $63 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |