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 | $94,970 | $177,572-46.5% | $154,803-38.7% | $142,382-33.3% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,277 | $4,810+51.3% | $4,305+69.0% | $4,299+69.3% |
| Participant deferral / active EE | $5,024 | $6,272-19.9% | $5,540-9.3% | $6,507-22.8% |
| Admin fee / account holder | $58 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |