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 | $91,509 | $159,602-42.7% | $150,045-39.0% | $142,382-35.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.04% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,868 | $4,961-42.2% | $4,693-38.9% | $4,299-33.3% |
| Participant deferral / active EE | $8,424 | $8,310+1.4% | $7,997+5.3% | $6,507+29.5% |
| Admin fee / account holder | $98 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |