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 10-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 | $92,617 | $99,877-7.3% | $84,966+9.0% | $145,922-36.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.80% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,933 | $3,231+52.6% | $2,727+80.9% | $4,660+5.9% |
| Participant deferral / active EE | $9,675 | $5,291+82.9% | $4,519+114.1% | $6,688+44.7% |
| Admin fee / account holder | $277 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |