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 | $85,769 | $202,318-57.6% | $172,739-50.3% | $152,861-43.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 64.28% | 1029.65%-965.4pp | 802.84%-738.6pp | 345.32%-281.0pp |
| Employer contribution / active EE | $1,397 | $5,856-76.1% | $5,143-72.8% | $4,762-70.7% |
| Participant deferral / active EE | $6,140 | $5,948+3.2% | $5,198+18.1% | $5,850+5.0% |
| Admin fee / account holder | $268 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |