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 | $80,397 | $144,119-44.2% | $117,854-31.8% | $147,584-45.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 17.00% | 531.15%-514.1pp | 335.08%-318.1pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,859 | $4,896-41.6% | $3,786-24.5% | $4,876-41.4% |
| Participant deferral / active EE | $13,056 | $5,316+145.6% | $4,482+191.3% | $5,439+140.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |