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 | $105,919 | $165,335-35.9% | $149,696-29.2% | $158,922-33.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.62% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $7,392 | $5,103+44.9% | $4,644+59.2% | $4,761+55.3% |
| Participant deferral / active EE | $11,940 | $7,181+66.3% | $6,842+74.5% | $5,982+99.6% |
| Admin fee / account holder | $89 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |