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 | $118,389 | $202,318-41.5% | $172,739-31.5% | $152,861-22.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 23.37% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,672 | $5,856-71.5% | $5,143-67.5% | $4,762-64.9% |
| Participant deferral / active EE | $7,436 | $5,948+25.0% | $5,198+43.1% | $5,850+27.1% |
| Admin fee / account holder | $209 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |