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 | $121,985 | $202,318-39.7% | $172,739-29.4% | $152,861-20.2% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 19.90% | 1029.65%-1009.8pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $5,214 | $5,856-11.0% | $5,143+1.4% | $4,762+9.5% |
| Participant deferral / active EE | $3,352 | $5,948-43.6% | $5,198-35.5% | $5,850-42.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |