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 8-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 | $87,341 | $107,934-19.1% | $91,989-5.1% | $152,861-42.9% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 51.37% | 89.24%-37.9pp | 69.02%-17.7pp | 345.32%-294.0pp |
| Employer contribution / active EE | $3,586 | $4,210-14.8% | $3,452+3.9% | $4,762-24.7% |
| Participant deferral / active EE | $10,461 | $6,364+64.4% | $5,923+76.6% | $5,850+78.8% |
| Admin fee / account holder | $98 | $10,520-99.1% | $7,743-98.7% | $11,596-99.2% |