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 8-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 | $80,145 | $118,849-32.6% | $96,562-17.0% | $167,490-52.1% |
| Participation rate | 84.2% | 75.5%+8.7pp | 69.8%+14.4pp | 82.1%+2.1pp |
| Annual return | 14.46% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,961 | $3,120-37.2% | $2,356-16.8% | $4,837-59.5% |
| Participant deferral / active EE | $3,060 | $4,616-33.7% | $3,849-20.5% | $6,341-51.7% |
| Admin fee / account holder | $105 | $8,065-98.7% | $6,181-98.3% | $12,309-99.1% |