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 | $76,912 | $227,553-66.2% | $189,557-59.4% | $167,490-54.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 18.38% | 78.40%-60.0pp | 64.17%-45.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,953 | $7,002+56.4% | $6,174+77.4% | $6,341+72.7% |
| Admin fee / account holder | $150 | $11,878-98.7% | $9,807-98.5% | $12,309-98.8% |