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 | $55,711 | $202,318-72.5% | $172,739-67.7% | $152,861-63.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 19.09% | 1029.65%-1010.6pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,749 | $5,856-70.1% | $5,143-66.0% | $4,762-63.3% |
| Participant deferral / active EE | $7,838 | $5,948+31.8% | $5,198+50.8% | $5,850+34.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |