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 | $54,576 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 21.57% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,503 | $5,856-74.3% | $5,143-70.8% | $4,762-68.4% |
| Participant deferral / active EE | $4,704 | $5,948-20.9% | $5,198-9.5% | $5,850-19.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |