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 | $110,207 | $154,117-28.5% | $129,995-15.2% | $139,434-21.0% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 13.18% | 32.48%-19.3pp | -137.18%+150.4pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,286 | $5,289-56.8% | $4,320-47.1% | $4,751-51.9% |
| Participant deferral / active EE | $3,717 | $6,710-44.6% | $5,820-36.1% | $6,710-44.6% |
| Admin fee / account holder | $8 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |