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 | $41,229 | $118,849-65.3% | $96,562-57.3% | $167,490-75.4% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 18.02% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,599 | $3,120+15.4% | $2,356+52.7% | $4,837-25.6% |
| Participant deferral / active EE | $7,246 | $4,616+57.0% | $3,849+88.3% | $6,341+14.3% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |