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 9-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 | $67,845 | $98,240-30.9% | $82,313-17.6% | $147,584-54.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 21.38% | 30.85%-9.5pp | 25.88%-4.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,140 | $3,192-32.9% | $2,428-11.9% | $4,876-56.1% |
| Participant deferral / active EE | $6,836 | $4,383+56.0% | $3,706+84.5% | $5,439+25.7% |
| Admin fee / account holder | $2 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |