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 5-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 | $59,654 | $176,056-66.1% | $159,436-62.6% | $167,490-64.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.31% | 331.75%-317.4pp | 263.57%-249.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,380 | $5,297-17.3% | $4,829-9.3% | $4,837-9.4% |
| Participant deferral / active EE | $11,977 | $7,750+54.5% | $7,352+62.9% | $6,341+88.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |