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 7-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 | $74,271 | $159,901-53.6% | $146,958-49.5% | $145,922-49.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,668 | $5,286-30.6% | $4,933-25.7% | $4,660-21.3% |
| Participant deferral / active EE | $9,043 | $8,428+7.3% | $8,070+12.1% | $6,688+35.2% |
| Admin fee / account holder | $152 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |