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 7-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 | $87,737 | $115,770-24.2% | $101,248-13.3% | $158,922-44.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.46% | 56.14%-33.7pp | 46.47%-24.0pp | 302.83%-280.4pp |
| Employer contribution / active EE | $17,564 | $4,175+320.7% | $3,660+380.0% | $4,761+268.9% |
| Participant deferral / active EE | $13,760 | $4,957+177.6% | $4,370+214.9% | $5,982+130.0% |
| Admin fee / account holder | $27 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |