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 | $106,230 | $162,781-34.7% | $133,956-20.7% | $158,922-33.2% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 20.08% | 41.94%-21.9pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $8,428 | $4,975+69.4% | $3,919+115.1% | $4,761+77.0% |
| Participant deferral / active EE | $8,405 | $5,911+42.2% | $5,048+66.5% | $5,982+40.5% |
| Admin fee / account holder | $195 | $11,736-98.3% | $8,927-97.8% | $11,246-98.3% |