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 | $93,173 | $197,591-52.8% | $177,821-47.6% | $158,922-41.4% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 18.90% | 58.76%-39.9pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,477 | $6,697-48.1% | $5,918-41.3% | $4,761-27.0% |
| Participant deferral / active EE | $6,992 | $8,405-16.8% | $7,714-9.4% | $5,982+16.9% |
| Admin fee / account holder | $96 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |