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 | $72,133 | $138,065-47.8% | $123,544-41.6% | $135,375-46.7% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | 8.76% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,615 | $5,151-49.2% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $5,455 | $6,799-19.8% | $6,426-15.1% | $5,609-2.7% |
| Admin fee / account holder | $227 | $10,916-97.9% | $9,284-97.6% | $10,827-97.9% |