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 | $77,782 | $202,318-61.6% | $172,739-55.0% | $152,861-49.1% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 21.62% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,502 | $5,856-74.4% | $5,143-70.8% | $4,762-68.5% |
| Participant deferral / active EE | $2,875 | $5,948-51.7% | $5,198-44.7% | $5,850-50.9% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |