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 | $87,615 | $74,888+17.0% | $71,209+23.0% | $142,382-38.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 16.39% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,873 | $2,854-34.4% | $2,721-31.2% | $4,299-56.4% |
| Participant deferral / active EE | $5,944 | $4,454+33.4% | $4,175+42.4% | $6,507-8.7% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |