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 7-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 | $40,040 | $112,881-64.5% | $90,951-56.0% | $158,922-74.8% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 9.62% | 215.79%-206.2pp | 134.60%-125.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $8,935 | $2,893+208.8% | $2,122+321.1% | $4,761+87.7% |
| Participant deferral / active EE | $2,640 | $4,128-36.0% | $3,373-21.7% | $5,982-55.9% |
| Admin fee / account holder | $284 | $8,041-96.5% | $5,959-95.2% | $11,246-97.5% |