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 | $90,303 | $110,502-18.3% | $80,716+11.9% | $167,490-46.1% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 17.41% | 120.54%-103.1pp | 87.28%-69.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,753 | $1,543+13.6% | $1,160+51.1% | $4,837-63.8% |
| Participant deferral / active EE | $2,580 | $2,871-10.1% | $2,146+20.3% | $6,341-59.3% |
| Admin fee / account holder | $150 | $4,545-96.7% | $3,380-95.6% | $12,309-98.8% |