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 | $89,422 | $103,376-13.5% | $87,100+2.7% | $152,861-41.5% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 19.93% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,859 | $3,220-11.2% | $2,521+13.4% | $4,762-40.0% |
| Participant deferral / active EE | $8,435 | $4,778+76.6% | $4,049+108.4% | $5,850+44.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |