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 | $116,438 | $176,056-33.9% | $159,436-27.0% | $167,490-30.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.62% | 331.75%-319.1pp | 263.57%-251.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,002 | $5,297-62.2% | $4,829-58.5% | $4,837-58.6% |
| Participant deferral / active EE | $8,548 | $7,750+10.3% | $7,352+16.3% | $6,341+34.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |