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 | $71,859 | $157,256-54.3% | $141,162-49.1% | $152,861-53.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 30.30% | 64.32%-34.0pp | 71.39%-41.1pp | 345.32%-315.0pp |
| Employer contribution / active EE | $3,356 | $5,261-36.2% | $4,735-29.1% | $4,762-29.5% |
| Participant deferral / active EE | $4,727 | $7,109-33.5% | $6,709-29.5% | $5,850-19.2% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |