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 10-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 | $88,391 | $91,552-3.5% | $133,956-34.0% | $79,858+10.7% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 14.98% | 61.85%-46.9pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,485 | $2,384+46.2% | $3,919-11.1% | $2,471+41.0% |
| Participant deferral / active EE | $2,772 | $3,733-25.8% | $5,048-45.1% | $3,740-25.9% |
| Admin fee / account holder | $167 | $6,321-97.4% | $8,927-98.1% | $5,306-96.9% |