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 | $82,314 | $109,982-25.2% | $97,226-15.3% | $145,922-43.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 13.91% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,691 | $3,084+52.1% | $2,729+71.9% | $4,660+0.7% |
| Participant deferral / active EE | $10,739 | $4,676+129.7% | $4,264+151.9% | $6,688+60.6% |
| Admin fee / account holder | $64 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |