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 | $61,970 | $202,432-69.4% | $169,368-63.4% | $139,434-55.6% |
| Participation rate | 72.7% | 81.1%-8.3pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 11.65% | 531.74%-520.1pp | 405.60%-393.9pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,208 | $4,692-52.9% | $4,013-45.0% | $4,751-53.5% |
| Participant deferral / active EE | $4,531 | $6,938-34.7% | $6,221-27.2% | $6,710-32.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |