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 | $90,056 | $176,056-48.8% | $159,436-43.5% | $167,490-46.2% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 43.61% | 331.75%-288.1pp | 263.57%-220.0pp | 478.56%-434.9pp |
| Employer contribution / active EE | $3,338 | $5,297-37.0% | $4,829-30.9% | $4,837-31.0% |
| Participant deferral / active EE | $7,325 | $7,750-5.5% | $7,352-0.4% | $6,341+15.5% |
| Admin fee / account holder | $50 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |