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 | $82,558 | $202,318-59.2% | $172,739-52.2% | $152,861-46.0% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 18.86% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,639 | $5,856-72.0% | $5,143-68.1% | $4,762-65.6% |
| Participant deferral / active EE | $4,509 | $5,948-24.2% | $5,198-13.2% | $5,850-22.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |