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 | $164,610 | $88,751+85.5% | $81,812+101.2% | $145,922+12.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.27% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,792 | $3,083-9.5% | $2,912-4.1% | $4,660-40.1% |
| Participant deferral / active EE | $6,037 | $4,643+30.0% | $4,319+39.8% | $6,688-9.7% |
| Admin fee / account holder | $19 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |