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 | $97,582 | $140,940-30.8% | $112,229-13.1% | $139,434-30.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 15.73% | 32.71%-17.0pp | 30.20%-14.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,682 | $4,283-37.4% | $3,430-21.8% | $4,751-43.6% |
| Participant deferral / active EE | $10,752 | $5,874+83.0% | $4,798+124.1% | $6,710+60.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |