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 | $76,024 | $209,411-63.7% | $178,490-57.4% | $158,922-52.2% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 24.34% | 188.75%-164.4pp | 151.07%-126.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,214 | $5,706+43.9% | $5,011+63.9% | $4,761+72.5% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $38 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |