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 | $86,346 | $98,750-12.6% | $149,696-42.3% | $79,858+8.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 18.20% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,968 | $3,216-7.7% | $4,644-36.1% | $2,471+20.1% |
| Participant deferral / active EE | $7,721 | $5,680+35.9% | $6,842+12.9% | $3,740+106.4% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |