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 | $82,071 | $177,572-53.8% | $154,803-47.0% | $142,382-42.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,365 | $4,810-9.3% | $4,305+1.4% | $4,299+1.5% |
| Participant deferral / active EE | $2,863 | $6,272-54.4% | $5,540-48.3% | $6,507-56.0% |
| Admin fee / account holder | $131 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |