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 9-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 | $183,437 | $102,966+78.2% | $90,281+103.2% | $152,861+20.0% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 15.84% | 95.16%-79.3pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,597 | $3,139+14.6% | $2,854+26.0% | $4,762-24.5% |
| Participant deferral / active EE | $10,336 | $4,281+141.4% | $3,885+166.0% | $5,850+76.7% |
| Admin fee / account holder | $212 | $6,171-96.6% | $5,351-96.0% | $11,596-98.2% |