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 9-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 | $111,598 | $159,602-30.1% | $150,045-25.6% | $142,382-21.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 25.33% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,062 | $4,961-38.3% | $4,693-34.8% | $4,299-28.8% |
| Participant deferral / active EE | $5,320 | $8,310-36.0% | $7,997-33.5% | $6,507-18.3% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |