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 | $97,303 | $101,317-4.0% | $146,958-33.8% | $74,495+30.6% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 14.37% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $951 | $3,810-75.0% | $4,933-80.7% | $2,623-63.7% |
| Participant deferral / active EE | $7,600 | $7,303+4.1% | $8,070-5.8% | $4,346+74.9% |
| Admin fee / account holder | $35 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |