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 | $89,717 | $177,572-49.5% | $154,803-42.0% | $142,382-37.0% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 11.63% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,068 | $4,810+46.9% | $4,305+64.2% | $4,299+64.4% |
| Participant deferral / active EE | $2,572 | $6,272-59.0% | $5,540-53.6% | $6,507-60.5% |
| Admin fee / account holder | $172 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |