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 | $70,576 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.04% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $11,014 | $5,856+88.1% | $5,143+114.2% | $4,762+131.3% |
| Participant deferral / active EE | $6,114 | $5,948+2.8% | $5,198+17.6% | $5,850+4.5% |
| Admin fee / account holder | $215 | $17,109-98.7% | $13,954-98.5% | $11,596-98.1% |