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 | $130,154 | $185,822-30.0% | $169,993-23.4% | $139,434-6.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 23.89% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $9,927 | $7,590+30.8% | $6,785+46.3% | $4,751+109.0% |
| Participant deferral / active EE | $30,724 | $11,622+164.4% | $10,408+195.2% | $6,710+357.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |