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 7-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 | $80,688 | $154,117-47.6% | $129,995-37.9% | $139,434-42.1% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 19.36% | 32.48%-13.1pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $6,109 | $5,289+15.5% | $4,320+41.4% | $4,751+28.6% |
| Participant deferral / active EE | $7,793 | $6,710+16.1% | $5,820+33.9% | $6,710+16.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |