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 | $80,913 | $102,317-20.9% | $146,958-44.9% | $80,856+0.1% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.2%+4.9pp | 67.6%+19.5pp |
| Annual return | 14.04% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,027 | $3,713-18.5% | $4,933-38.6% | $2,755+9.9% |
| Participant deferral / active EE | $5,981 | $6,644-10.0% | $8,070-25.9% | $4,296+39.2% |
| Admin fee / account holder | $120 | $7,941-98.5% | $12,998-99.1% | $6,918-98.3% |