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 | $88,587 | $158,398-44.1% | $126,539-30.0% | $142,382-37.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.89% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,613 | $4,650+42.2% | $3,674+80.0% | $4,299+53.8% |
| Participant deferral / active EE | $12,318 | $4,767+158.4% | $4,083+201.7% | $6,507+89.3% |
| Admin fee / account holder | $21 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |