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 | $90,132 | $148,534-39.3% | $135,903-33.7% | $139,434-35.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.89% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,258 | $5,243-37.9% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $9,289 | $8,100+14.7% | $7,758+19.7% | $6,710+38.4% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |