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 | $87,923 | $214,378-59.0% | $200,582-56.2% | $142,382-38.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.57% | 46.41%-25.8pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,083 | $6,841-25.7% | $6,419-20.8% | $4,299+18.2% |
| Participant deferral / active EE | $10,484 | $9,865+6.3% | $9,331+12.4% | $6,507+61.1% |
| Admin fee / account holder | $95 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |