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 | $89,692 | $99,652-10.0% | $78,778+13.9% | $147,584-39.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 20.18% | 47.28%-27.1pp | 35.62%-15.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $655 | $2,796-76.6% | $1,986-67.0% | $4,876-86.6% |
| Participant deferral / active EE | $1,009 | $3,664-72.5% | $2,958-65.9% | $5,439-81.4% |
| Admin fee / account holder | $179 | $7,155-97.5% | $5,134-96.5% | $10,885-98.4% |