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 | $90,655 | $140,940-35.7% | $112,229-19.2% | $139,434-35.0% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 20.47% | 32.71%-12.2pp | 30.20%-9.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,189 | $4,283-2.2% | $3,430+22.1% | $4,751-11.8% |
| Participant deferral / active EE | $7,439 | $5,874+26.6% | $4,798+55.0% | $6,710+10.9% |
| Admin fee / account holder | $4 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |