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 | $60,761 | $202,318-70.0% | $172,739-64.8% | $152,861-60.3% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 20.30% | 1029.65%-1009.4pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,453 | $5,856-58.1% | $5,143-52.3% | $4,762-48.5% |
| Participant deferral / active EE | $9,395 | $5,948+58.0% | $5,198+80.8% | $5,850+60.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |