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 | $75,765 | $202,318-62.6% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 22.38% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,149 | $5,856-29.2% | $5,143-19.3% | $4,762-12.9% |
| Participant deferral / active EE | $3,273 | $5,948-45.0% | $5,198-37.0% | $5,850-44.1% |
| Admin fee / account holder | $68 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |