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 | $98,700 | $165,912-40.5% | $122,332-19.3% | $147,584-33.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 13.75% | 34.55%-20.8pp | 30.27%-16.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,593 | $5,754-54.9% | $4,050-36.0% | $4,876-46.8% |
| Participant deferral / active EE | $2,438 | $4,005-39.1% | $3,287-25.8% | $5,439-55.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |