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 8-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 | $91,805 | $148,534-38.2% | $135,903-32.4% | $139,434-34.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.43% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,904 | $5,243+12.6% | $4,856+21.6% | $4,751+24.3% |
| Participant deferral / active EE | $18,231 | $8,100+125.1% | $7,758+135.0% | $6,710+171.7% |
| Admin fee / account holder | $209 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |