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 | $64,868 | $209,832-69.1% | $189,513-65.8% | $167,490-61.3% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 18.21% | 748.27%-730.1pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,738 | $6,914-60.4% | $6,162-55.6% | $4,837-43.4% |
| Participant deferral / active EE | $6,978 | $8,935-21.9% | $8,221-15.1% | $6,341+10.0% |
| Admin fee / account holder | $23 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |