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 | $93,302 | $106,515-12.4% | $96,683-3.5% | $139,434-33.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 14.09% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,572 | $4,103+11.4% | $3,737+22.4% | $4,751-3.8% |
| Participant deferral / active EE | $7,588 | $5,454+39.1% | $4,878+55.6% | $6,710+13.1% |
| Admin fee / account holder | $226 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |