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 6-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 | $80,602 | $93,571-13.9% | $135,903-40.7% | $75,163+7.2% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 21.68% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,877 | $3,537+9.6% | $4,856-20.2% | $2,670+45.2% |
| Participant deferral / active EE | $8,303 | $6,404+29.7% | $7,758+7.0% | $4,125+101.3% |
| Admin fee / account holder | -$20 | $6,975-100.3% | $10,762-100.2% | $5,651-100.4% |