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 | $84,111 | $91,538-8.1% | $129,995-35.3% | $75,163+11.9% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 20.56% | -631.11%+651.7pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $8,278 | $2,845+190.9% | $4,320+91.6% | $2,670+210.1% |
| Participant deferral / active EE | $6,856 | $4,341+57.9% | $5,820+17.8% | $4,125+66.2% |
| Admin fee / account holder | $288 | $6,790-95.8% | $10,614-97.3% | $5,651-94.9% |