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 | $64,223 | $105,931-39.4% | $81,930-21.6% | $158,922-59.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 23.95% | 38.17%-14.2pp | 29.49%-5.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $5,224 | $7,800-33.0% | $4,310+21.2% | $4,761+9.7% |
| Participant deferral / active EE | $12,292 | $13,003-5.5% | $7,107+73.0% | $5,982+105.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |