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 | $78,566 | $183,519-57.2% | $155,509-49.5% | $145,922-46.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 22.91% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $8,292 | $5,313+56.1% | $4,672+77.5% | $4,660+78.0% |
| Participant deferral / active EE | $4,817 | $6,462-25.5% | $5,626-14.4% | $6,688-28.0% |
| Admin fee / account holder | $24 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |