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 7-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 | $92,482 | $109,982-15.9% | $97,226-4.9% | $145,922-36.6% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 17.75% | 242.90%-225.2pp | 75.13%-57.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $9,604 | $3,084+211.4% | $2,729+252.0% | $4,660+106.1% |
| Participant deferral / active EE | $3,389 | $4,676-27.5% | $4,264-20.5% | $6,688-49.3% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |