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 8-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 | $51,687 | $157,256-67.1% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.60% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $11,610 | $5,261+120.7% | $4,735+145.2% | $4,762+143.8% |
| Participant deferral / active EE | $11,705 | $7,109+64.6% | $6,709+74.5% | $5,850+100.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |