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 | $66,833 | $159,901-58.2% | $146,958-54.5% | $145,922-54.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 24.68% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $5,252 | $5,286-0.6% | $4,933+6.5% | $4,660+12.7% |
| Participant deferral / active EE | $9,200 | $8,428+9.2% | $8,070+14.0% | $6,688+37.6% |
| Admin fee / account holder | $229 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |