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 | $45,607 | $202,318-77.5% | $172,739-73.6% | $152,861-70.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 21.35% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,936 | $5,856-66.9% | $5,143-62.4% | $4,762-59.4% |
| Participant deferral / active EE | $4,560 | $5,948-23.3% | $5,198-12.3% | $5,850-22.0% |
| Admin fee / account holder | $165 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |