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 | $99,969 | $210,648-52.5% | $177,989-43.8% | $145,922-31.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.57% | 385.86%-376.3pp | 294.48%-284.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,166 | $4,565-52.5% | $3,949-45.1% | $4,660-53.5% |
| Participant deferral / active EE | $2,820 | $6,958-59.5% | $6,276-55.1% | $6,688-57.8% |
| Admin fee / account holder | $48 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |