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 | $94,953 | $93,571+1.5% | $135,903-30.1% | $75,163+26.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 23.46% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $5,348 | $3,537+51.2% | $4,856+10.1% | $2,670+100.3% |
| Participant deferral / active EE | $7,946 | $6,404+24.1% | $7,758+2.4% | $4,125+92.6% |
| Admin fee / account holder | $292 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |