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 | $94,381 | $107,334-12.1% | $92,893+1.6% | $152,861-38.3% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 23.27% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,563 | $4,221-15.6% | $3,653-2.5% | $4,762-25.2% |
| Participant deferral / active EE | $12,589 | $4,845+159.8% | $4,236+197.2% | $5,850+115.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |