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 | $82,118 | $159,602-48.5% | $150,045-45.3% | $142,382-42.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.92% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,508 | $4,961-9.1% | $4,693-3.9% | $4,299+4.9% |
| Participant deferral / active EE | $8,160 | $8,310-1.8% | $7,997+2.0% | $6,507+25.4% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |