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 9-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 | $31,365 | $202,318-84.5% | $172,739-81.8% | $152,861-79.5% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 30.28% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.0pp |
| Employer contribution / active EE | $5,228 | $5,856-10.7% | $5,143+1.7% | $4,762+9.8% |
| Participant deferral / active EE | $8,159 | $5,948+37.2% | $5,198+57.0% | $5,850+39.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |