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 | $91,734 | $177,572-48.3% | $154,803-40.7% | $142,382-35.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 28.91% | 65.07%-36.2pp | 58.88%-30.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $10,114 | $4,810+110.2% | $4,305+134.9% | $4,299+135.3% |
| Participant deferral / active EE | $6,200 | $6,272-1.1% | $5,540+11.9% | $6,507-4.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |