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 | $94,360 | $183,519-48.6% | $155,509-39.3% | $145,922-35.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.32% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,686 | $5,313-68.3% | $4,672-63.9% | $4,660-63.8% |
| Participant deferral / active EE | $3,609 | $6,462-44.2% | $5,626-35.9% | $6,688-46.0% |
| Admin fee / account holder | $168 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |