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 | $55,774 | $169,032-67.0% | $129,207-56.8% | $145,922-61.8% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 11.51% | 14330.11%-14318.6pp | 9417.33%-9405.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,040 | $5,537-63.2% | $4,153-50.9% | $4,660-56.2% |
| Participant deferral / active EE | $3,291 | $4,987-34.0% | $4,168-21.0% | $6,688-50.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |