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 | $64,147 | $180,449-64.5% | $154,107-58.4% | $135,375-52.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.13% | 888.09%-883.0pp | 735.12%-730.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $5,237 | $6,035-13.2% | $5,298-1.1% | $4,779+9.6% |
| Participant deferral / active EE | $6,920 | $5,806+19.2% | $5,081+36.2% | $5,609+23.4% |
| Admin fee / account holder | $173 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |