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 9-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 | $71,470 | $115,770-38.3% | $101,248-29.4% | $158,922-55.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 19.03% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,408 | $4,175-42.3% | $3,660-34.2% | $4,761-49.4% |
| Participant deferral / active EE | $7,957 | $4,957+60.5% | $4,370+82.1% | $5,982+33.0% |
| Admin fee / account holder | $267 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |