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 9-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 | $81,544 | $209,832-61.1% | $189,513-57.0% | $167,490-51.3% |
| Participation rate | 70.8% | 88.7%-17.8pp | 87.8%-17.0pp | 82.1%-11.3pp |
| Annual return | 19.61% | 748.27%-728.7pp | 555.15%-535.5pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,823 | $6,914-44.7% | $6,162-37.9% | $4,837-21.0% |
| Participant deferral / active EE | $9,042 | $8,935+1.2% | $8,221+10.0% | $6,341+42.6% |
| Admin fee / account holder | $46 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |