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 | $70,877 | $209,832-66.2% | $189,513-62.6% | $167,490-57.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 19.88% | 748.27%-728.4pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,956 | $6,914-57.2% | $6,162-52.0% | $4,837-38.9% |
| Participant deferral / active EE | $7,602 | $8,935-14.9% | $8,221-7.5% | $6,341+19.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |