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 6-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 | $100,284 | $177,572-43.5% | $154,803-35.2% | $142,382-29.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.91% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,106 | $4,810-56.2% | $4,305-51.1% | $4,299-51.0% |
| Participant deferral / active EE | $12,253 | $6,272+95.4% | $5,540+121.2% | $6,507+88.3% |
| Admin fee / account holder | $206 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |