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 4-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 | $90,749 | $177,572-48.9% | $154,803-41.4% | $142,382-36.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.69% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,687 | $4,810-44.1% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $9,124 | $6,272+45.5% | $5,540+64.7% | $6,507+40.2% |
| Admin fee / account holder | $175 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |