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 | $74,695 | $202,318-63.1% | $172,739-56.8% | $152,861-51.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 22.61% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,221 | $5,856-27.9% | $5,143-17.9% | $4,762-11.4% |
| Participant deferral / active EE | $4,254 | $5,948-28.5% | $5,198-18.2% | $5,850-27.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |