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 | $89,765 | $185,822-51.7% | $169,993-47.2% | $139,434-35.6% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 22.80% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $3,695 | $7,590-51.3% | $6,785-45.5% | $4,751-22.2% |
| Participant deferral / active EE | $5,711 | $11,622-50.9% | $10,408-45.1% | $6,710-14.9% |
| Admin fee / account holder | $14 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |