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 | $94,020 | $112,881-16.7% | $90,951+3.4% | $158,922-40.8% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 17.02% | 215.79%-198.8pp | 134.60%-117.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,160 | $2,893-25.3% | $2,122+1.8% | $4,761-54.6% |
| Participant deferral / active EE | $3,170 | $4,128-23.2% | $3,373-6.0% | $5,982-47.0% |
| Admin fee / account holder | $260 | $8,041-96.8% | $5,959-95.6% | $11,246-97.7% |