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 | $101,577 | $183,963-44.8% | $162,163-37.4% | $152,861-33.5% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 27.28% | 150.76%-123.5pp | 115.59%-88.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $3,750 | $6,371-41.1% | $5,614-33.2% | $4,762-21.3% |
| Participant deferral / active EE | $6,411 | $8,034-20.2% | $7,298-12.2% | $5,850+9.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |