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 | $39,537 | $227,553-82.6% | $189,557-79.1% | $167,490-76.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 25.66% | 78.40%-52.7pp | 64.17%-38.5pp | 478.56%-452.9pp |
| Employer contribution / active EE | $3,196 | $5,316-39.9% | $4,412-27.6% | $4,837-33.9% |
| Participant deferral / active EE | $11,795 | $7,002+68.5% | $6,174+91.1% | $6,341+86.0% |
| Admin fee / account holder | $239 | $11,878-98.0% | $9,807-97.6% | $12,309-98.1% |