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 | $60,169 | $198,466-69.7% | $170,442-64.7% | $147,584-59.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.31% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $7,593 | $6,184+22.8% | $5,433+39.8% | $4,876+55.7% |
| Participant deferral / active EE | $6,332 | $5,629+12.5% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |