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 8-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 | $96,494 | $96,635-0.1% | $86,612+11.4% | $139,434-30.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 18.39% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,283 | $3,263+31.3% | $3,022+41.7% | $4,751-9.8% |
| Participant deferral / active EE | $9,183 | $4,836+89.9% | $4,438+106.9% | $6,710+36.9% |
| Admin fee / account holder | $177 | $6,408-97.2% | $5,614-96.8% | $11,403-98.4% |