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 4-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 | $91,852 | $90,348+1.7% | $75,972+20.9% | $145,922-37.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 13.01% | 620.88%-607.9pp | 359.55%-346.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,235 | $3,311-62.7% | $2,685-54.0% | $4,660-73.5% |
| Participant deferral / active EE | $5,816 | $5,162+12.7% | $4,255+36.7% | $6,688-13.0% |
| Admin fee / account holder | $17 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |