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 5-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 | $80,853 | $108,919-25.8% | $100,391-19.5% | $145,922-44.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 18.52% | 57.88%-39.4pp | 49.20%-30.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $8,477 | $4,419+91.8% | $3,942+115.1% | $4,660+81.9% |
| Participant deferral / active EE | $9,134 | $8,445+8.2% | $8,082+13.0% | $6,688+36.6% |
| Admin fee / account holder | $180 | $9,689-98.1% | $7,899-97.7% | $13,397-98.7% |