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 | $115,365 | $177,572-35.0% | $154,803-25.5% | $142,382-19.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.29% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,509 | $4,810+56.1% | $4,305+74.4% | $4,299+74.7% |
| Participant deferral / active EE | $9,000 | $6,272+43.5% | $5,540+62.4% | $6,507+38.3% |
| Admin fee / account holder | $95 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |