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 5-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 | $93,849 | $99,877-6.0% | $84,966+10.5% | $145,922-35.7% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 16.50% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,044 | $3,231-67.7% | $2,727-61.7% | $4,660-77.6% |
| Participant deferral / active EE | $4,344 | $5,291-17.9% | $4,519-3.9% | $6,688-35.0% |
| Admin fee / account holder | $95 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |