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 | $60,348 | $140,940-57.2% | $112,229-46.2% | $139,434-56.7% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 22.99% | 32.71%-9.7pp | 30.20%-7.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,770 | $4,283-58.7% | $3,430-48.4% | $4,751-62.7% |
| Participant deferral / active EE | $6,605 | $5,874+12.4% | $4,798+37.7% | $6,710-1.6% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,748-99.7% | $11,403-99.8% |