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 | $77,201 | $81,208-4.9% | $98,907-21.9% | $79,858-3.3% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.9pp |
| Annual return | 19.22% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,098 | $1,960-44.0% | $2,689-59.2% | $2,471-55.6% |
| Participant deferral / active EE | $3,506 | $3,265+7.4% | $4,244-17.4% | $3,740-6.3% |
| Admin fee / account holder | $163 | $6,013-97.3% | $6,642-97.5% | $5,306-96.9% |