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 | $85,167 | $202,432-57.9% | $169,368-49.7% | $139,434-38.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.22% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,959 | $4,692-58.3% | $4,013-51.2% | $4,751-58.8% |
| Participant deferral / active EE | $2,996 | $6,938-56.8% | $6,221-51.8% | $6,710-55.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |