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 | $32,988 | $202,318-83.7% | $172,739-80.9% | $152,861-78.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 25.08% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,742 | $5,856-53.2% | $5,143-46.7% | $4,762-42.4% |
| Participant deferral / active EE | $4,655 | $5,948-21.7% | $5,198-10.4% | $5,850-20.4% |
| Admin fee / account holder | $134 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |