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 | $86,220 | $176,662-51.2% | $130,648-34.0% | $152,861-43.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 21.70% | 2692.24%-2670.5pp | 1708.96%-1687.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $754 | $5,742-86.9% | $4,092-81.6% | $4,762-84.2% |
| Participant deferral / active EE | $1,650 | $4,361-62.2% | $3,603-54.2% | $5,850-71.8% |
| Admin fee / account holder | $6 | $7,133-99.9% | $5,464-99.9% | $11,596-99.9% |