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 7-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 | $81,546 | $185,822-56.1% | $169,993-52.0% | $139,434-41.5% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 26.91% | 60.50%-33.6pp | 53.37%-26.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,406 | $7,590-68.3% | $6,785-64.5% | $4,751-49.4% |
| Participant deferral / active EE | $10,749 | $11,622-7.5% | $10,408+3.3% | $6,710+60.2% |
| Admin fee / account holder | $280 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |