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 7-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 | $75,264 | $183,519-59.0% | $155,509-51.6% | $145,922-48.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.50% | 61.17%-35.7pp | 64.67%-39.2pp | 561.29%-535.8pp |
| Employer contribution / active EE | $2,146 | $5,313-59.6% | $4,672-54.1% | $4,660-53.9% |
| Participant deferral / active EE | $7,059 | $6,462+9.2% | $5,626+25.5% | $6,688+5.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |