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 8-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 | $99,542 | $74,888+32.9% | $71,209+39.8% | $142,382-30.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.85% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,575 | $2,854-9.8% | $2,721-5.4% | $4,299-40.1% |
| Participant deferral / active EE | $11,615 | $4,454+160.8% | $4,175+178.2% | $6,507+78.5% |
| Admin fee / account holder | $236 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |