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 8-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 | $94,284 | $175,202-46.2% | $149,673-37.0% | $139,434-32.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 27.28% | 166.71%-139.4pp | 134.42%-107.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,942 | $5,474-64.5% | $4,818-59.7% | $4,751-59.1% |
| Participant deferral / active EE | $7,811 | $6,519+19.8% | $5,680+37.5% | $6,710+16.4% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |