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 | $106,187 | $115,770-8.3% | $101,248+4.9% | $158,922-33.2% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 32.09% | 56.14%-24.0pp | 46.47%-14.4pp | 302.83%-270.7pp |
| Employer contribution / active EE | $9,103 | $4,175+118.1% | $3,660+148.7% | $4,761+91.2% |
| Participant deferral / active EE | $8,721 | $4,957+75.9% | $4,370+99.6% | $5,982+45.8% |
| Admin fee / account holder | $129 | $7,245-98.2% | $5,945-97.8% | $11,246-98.9% |