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 | $68,487 | $202,318-66.1% | $172,739-60.4% | $152,861-55.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 26.09% | 1029.65%-1003.6pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,072 | $5,856-64.6% | $5,143-59.7% | $4,762-56.5% |
| Participant deferral / active EE | $3,360 | $5,948-43.5% | $5,198-35.4% | $5,850-42.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |