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 | $70,754 | $197,591-64.2% | $177,821-60.2% | $158,922-55.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 19.92% | 58.76%-38.8pp | 48.32%-28.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,156 | $6,697-52.9% | $5,918-46.7% | $4,761-33.7% |
| Participant deferral / active EE | $7,374 | $8,405-12.3% | $7,714-4.4% | $5,982+23.3% |
| Admin fee / account holder | $141 | $15,399-99.1% | $12,427-98.9% | $11,246-98.7% |