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 7-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 | $96,846 | $100,773-3.9% | $88,946+8.9% | $142,382-32.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 21.09% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,793 | $2,918-4.3% | $2,555+9.3% | $4,299-35.0% |
| Participant deferral / active EE | $6,288 | $5,230+20.2% | $4,581+37.2% | $6,507-3.4% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |