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 | $55,516 | $114,381-51.5% | $107,525-48.4% | $142,382-61.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.15% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,009 | $4,015+74.6% | $3,754+86.7% | $4,299+63.0% |
| Participant deferral / active EE | $6,420 | $5,564+15.4% | $5,116+25.5% | $6,507-1.3% |
| Admin fee / account holder | $180 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |