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 8-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 | $68,102 | $198,466-65.7% | $170,442-60.0% | $147,584-53.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.67% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,464 | $6,184-76.3% | $5,433-73.0% | $4,876-70.0% |
| Participant deferral / active EE | $6,704 | $5,629+19.1% | $4,939+35.7% | $5,439+23.3% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |