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 | $87,196 | $202,318-56.9% | $172,739-49.5% | $152,861-43.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 19.99% | 1029.65%-1009.7pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,131 | $5,856-29.5% | $5,143-19.7% | $4,762-13.3% |
| Participant deferral / active EE | $7,289 | $5,948+22.5% | $5,198+40.2% | $5,850+24.6% |
| Admin fee / account holder | $40 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |