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 | $146,130 | $209,832-30.4% | $189,513-22.9% | $167,490-12.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 9.30% | 748.27%-739.0pp | 555.15%-545.9pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,957 | $6,914-71.7% | $6,162-68.2% | $4,837-59.5% |
| Participant deferral / active EE | $3,670 | $8,935-58.9% | $8,221-55.4% | $6,341-42.1% |
| Admin fee / account holder | $178 | $14,293-98.8% | $12,045-98.5% | $12,309-98.6% |