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 | $75,969 | $121,625-37.5% | $104,607-27.4% | $158,922-52.2% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 18.08% | 465.26%-447.2pp | 340.46%-322.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,586 | $3,163+13.4% | $2,681+33.8% | $4,761-24.7% |
| Participant deferral / active EE | $7,513 | $4,177+79.8% | $3,740+100.9% | $5,982+25.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |