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 | $93,570 | $112,881-17.1% | $90,951+2.9% | $158,922-41.1% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 14.65% | 215.79%-201.1pp | 134.60%-120.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,349 | $2,893-53.4% | $2,122-36.4% | $4,761-71.7% |
| Participant deferral / active EE | $4,167 | $4,128+1.0% | $3,373+23.6% | $5,982-30.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |