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 | $99,060 | $183,519-46.0% | $155,509-36.3% | $145,922-32.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.23% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,699 | $5,313-49.2% | $4,672-42.2% | $4,660-42.1% |
| Participant deferral / active EE | $6,519 | $6,462+0.9% | $5,626+15.9% | $6,688-2.5% |
| Admin fee / account holder | $126 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |