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 7-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 | $65,303 | $209,832-68.9% | $189,513-65.5% | $167,490-61.0% |
| Participation rate | 77.3% | 88.7%-11.4pp | 87.8%-10.5pp | 82.1%-4.8pp |
| Annual return | 18.34% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,998 | $6,914-42.2% | $6,162-35.1% | $4,837-17.3% |
| Participant deferral / active EE | $9,531 | $8,935+6.7% | $8,221+15.9% | $6,341+50.3% |
| Admin fee / account holder | $11 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |