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 | $56,095 | $157,256-64.3% | $141,162-60.3% | $152,861-63.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 43.33% | 64.32%-21.0pp | 71.39%-28.1pp | 345.32%-302.0pp |
| Employer contribution / active EE | $14,402 | $5,261+173.8% | $4,735+204.2% | $4,762+202.4% |
| Participant deferral / active EE | $18,095 | $7,109+154.5% | $6,709+169.7% | $5,850+209.3% |
| Admin fee / account holder | $96 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |