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 | $78,707 | $137,414-42.7% | $189,513-58.5% | $85,850-8.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 87.8%-1.1pp | 69.3%+17.4pp |
| Annual return | 19.12% | 38.14%-19.0pp | 555.15%-536.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,474 | $4,344-66.1% | $6,162-76.1% | $2,565-42.5% |
| Participant deferral / active EE | $3,226 | $6,260-48.5% | $8,221-60.8% | $3,952-18.4% |
| Admin fee / account holder | $102 | $8,630-98.8% | $12,045-99.2% | $6,260-98.4% |