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 | $99,216 | $165,984-40.2% | $164,813-39.8% | $145,922-32.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.18% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $10,120 | $5,273+91.9% | $4,341+133.1% | $4,660+117.2% |
| Participant deferral / active EE | $9,562 | $6,959+37.4% | $6,031+58.5% | $6,688+43.0% |
| Admin fee / account holder | $121 | $16,648-99.3% | $12,690-99.0% | $13,397-99.1% |