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 | $62,609 | $209,832-70.2% | $189,513-67.0% | $167,490-62.6% |
| Participation rate | 76.5% | 88.7%-12.2pp | 87.8%-11.3pp | 82.1%-5.6pp |
| Annual return | 13.00% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,325 | $6,914-51.9% | $6,162-46.0% | $4,837-31.3% |
| Participant deferral / active EE | $4,521 | $8,935-49.4% | $8,221-45.0% | $6,341-28.7% |
| Admin fee / account holder | $283 | $14,293-98.0% | $12,045-97.7% | $12,309-97.7% |