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 3-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 | $90,074 | $159,602-43.6% | $150,045-40.0% | $142,382-36.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 24.42% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,365 | $4,961-32.2% | $4,693-28.3% | $4,299-21.7% |
| Participant deferral / active EE | $11,922 | $8,310+43.5% | $7,997+49.1% | $6,507+83.2% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |