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 9-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 | $88,710 | $183,963-51.8% | $162,163-45.3% | $152,861-42.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 26.03% | 150.76%-124.7pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $7,265 | $6,371+14.0% | $5,614+29.4% | $4,762+52.6% |
| Participant deferral / active EE | $7,134 | $8,034-11.2% | $7,298-2.3% | $5,850+21.9% |
| Admin fee / account holder | $126 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |