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 | $110,866 | $197,591-43.9% | $177,821-37.7% | $158,922-30.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 17.69% | 58.76%-41.1pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,619 | $6,697-60.9% | $5,918-55.7% | $4,761-45.0% |
| Participant deferral / active EE | $8,162 | $8,405-2.9% | $7,714+5.8% | $5,982+36.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |