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 | $68,328 | $165,335-58.7% | $149,696-54.4% | $158,922-57.0% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 29.94% | 348.15%-318.2pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $7,687 | $5,103+50.7% | $4,644+65.5% | $4,761+61.5% |
| Participant deferral / active EE | $7,969 | $7,181+11.0% | $6,842+16.5% | $5,982+33.2% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |