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 | $80,060 | $171,865-53.4% | $149,718-46.5% | $147,584-45.8% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 15.69% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $4,798 | $6,275-23.5% | $5,445-11.9% | $4,876-1.6% |
| Participant deferral / active EE | $6,968 | $7,271-4.2% | $6,569+6.1% | $5,439+28.1% |
| Admin fee / account holder | $253 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |