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 9-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 | $114,962 | $180,449-36.3% | $154,107-25.4% | $135,375-15.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 2.35% | 888.09%-885.7pp | 735.12%-732.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $1,742 | $6,035-71.1% | $5,298-67.1% | $4,779-63.6% |
| Participant deferral / active EE | $5,197 | $5,806-10.5% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |