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 | $36,600 | $202,318-81.9% | $172,739-78.8% | $152,861-76.1% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 21.99% | 1029.65%-1007.7pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,073 | $5,856-47.5% | $5,143-40.3% | $4,762-35.5% |
| Participant deferral / active EE | $2,895 | $5,948-51.3% | $5,198-44.3% | $5,850-50.5% |
| Admin fee / account holder | $300 | $17,109-98.2% | $13,954-97.9% | $11,596-97.4% |