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 | $76,337 | $107,334-28.9% | $92,893-17.8% | $152,861-50.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 20.59% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,744 | $4,221-58.7% | $3,653-52.2% | $4,762-63.4% |
| Participant deferral / active EE | $5,984 | $4,845+23.5% | $4,236+41.3% | $5,850+2.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |