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 | $79,321 | $227,553-65.1% | $189,557-58.2% | $167,490-52.6% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 22.61% | 78.40%-55.8pp | 64.17%-41.6pp | 478.56%-456.0pp |
| Employer contribution / active EE | $2,839 | $5,316-46.6% | $4,412-35.6% | $4,837-41.3% |
| Participant deferral / active EE | $3,703 | $7,002-47.1% | $6,174-40.0% | $6,341-41.6% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-99.9% | $12,309-100.0% |