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 | $74,376 | $110,257-32.5% | $96,544-23.0% | $139,434-46.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 20.90% | 26.32%-5.4pp | 25.84%-4.9pp | 372.94%-352.0pp |
| Employer contribution / active EE | $7,943 | $3,620+119.4% | $2,965+167.9% | $4,751+67.2% |
| Participant deferral / active EE | $5,591 | $5,548+0.8% | $4,851+15.3% | $6,710-16.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |