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 6-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 | $69,609 | $111,724-37.7% | $93,606-25.6% | $145,922-52.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 16.11% | 202.98%-186.9pp | 133.20%-117.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,954 | $3,090-4.4% | $2,420+22.1% | $4,660-36.6% |
| Participant deferral / active EE | $7,946 | $4,912+61.8% | $4,411+80.1% | $6,688+18.8% |
| Admin fee / account holder | $47 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |