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 | $63,487 | $107,334-40.9% | $92,893-31.7% | $152,861-58.5% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 29.57% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.8pp |
| Employer contribution / active EE | $5,973 | $4,221+41.5% | $3,653+63.5% | $4,762+25.4% |
| Participant deferral / active EE | $7,685 | $4,845+58.6% | $4,236+81.4% | $5,850+31.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |