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 | $132,985 | $202,318-34.3% | $172,739-23.0% | $152,861-13.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 14.78% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $4,798 | $5,856-18.1% | $5,143-6.7% | $4,762+0.7% |
| Participant deferral / active EE | $5,336 | $5,948-10.3% | $5,198+2.7% | $5,850-8.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |