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 | $69,730 | $138,065-49.5% | $123,544-43.6% | $135,375-48.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 4.37% | 153.68%-149.3pp | 119.20%-114.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $7,746 | $5,151+50.4% | $4,628+67.4% | $4,779+62.1% |
| Participant deferral / active EE | $6,686 | $6,799-1.7% | $6,426+4.1% | $5,609+19.2% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |