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 | $48,847 | $107,334-54.5% | $92,893-47.4% | $152,861-68.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 24.09% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,900 | $4,221-31.3% | $3,653-20.6% | $4,762-39.1% |
| Participant deferral / active EE | $6,221 | $4,845+28.4% | $4,236+46.9% | $5,850+6.3% |
| Admin fee / account holder | $33 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |