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 | $95,334 | $107,334-11.2% | $92,893+2.6% | $152,861-37.6% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.4%+10.9pp |
| Annual return | 23.98% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,320 | $4,221-21.3% | $3,653-9.1% | $4,762-30.3% |
| Participant deferral / active EE | $13,690 | $4,845+182.6% | $4,236+223.2% | $5,850+134.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |