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 | $74,125 | $183,963-59.7% | $162,163-54.3% | $152,861-51.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 29.12% | 150.76%-121.6pp | 115.59%-86.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,586 | $6,371-59.4% | $5,614-53.9% | $4,762-45.7% |
| Participant deferral / active EE | $9,569 | $8,034+19.1% | $7,298+31.1% | $5,850+63.6% |
| Admin fee / account holder | $293 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |