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 4-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 | $42,301 | $111,724-62.1% | $93,606-54.8% | $145,922-71.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.24% | 202.98%-192.7pp | 133.20%-123.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,528 | $3,090-18.2% | $2,420+4.5% | $4,660-45.7% |
| Participant deferral / active EE | $8,661 | $4,912+76.3% | $4,411+96.3% | $6,688+29.5% |
| Admin fee / account holder | $152 | $10,250-98.5% | $8,285-98.2% | $13,397-98.9% |