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 | $104,330 | $209,832-50.3% | $189,513-44.9% | $167,490-37.7% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 13.50% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,733 | $6,914-60.5% | $6,162-55.7% | $4,837-43.5% |
| Participant deferral / active EE | $8,392 | $8,935-6.1% | $8,221+2.1% | $6,341+32.3% |
| Admin fee / account holder | $59 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |