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 | $90,849 | $99,652-8.8% | $78,778+15.3% | $147,584-38.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 13.72% | 47.28%-33.6pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,272 | $2,796-54.5% | $1,986-35.9% | $4,876-73.9% |
| Participant deferral / active EE | $3,430 | $3,664-6.4% | $2,958+16.0% | $5,439-36.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |