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 | $89,865 | $93,571-4.0% | $135,903-33.9% | $75,163+19.6% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 20.43% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,225 | $3,537+47.7% | $4,856+7.6% | $2,670+95.7% |
| Participant deferral / active EE | $8,149 | $6,404+27.2% | $7,758+5.0% | $4,125+97.5% |
| Admin fee / account holder | $240 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |