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 | $73,012 | $102,966-29.1% | $90,281-19.1% | $152,861-52.2% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 19.21% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,178 | $3,139+1.2% | $2,854+11.3% | $4,762-33.3% |
| Participant deferral / active EE | $5,775 | $4,281+34.9% | $3,885+48.6% | $5,850-1.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |