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 10-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 | $49,335 | $112,881-56.3% | $90,951-45.8% | $158,922-69.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 37.75% | 215.79%-178.0pp | 134.60%-96.9pp | 302.83%-265.1pp |
| Employer contribution / active EE | $6,134 | $2,893+112.0% | $2,122+189.1% | $4,761+28.8% |
| Participant deferral / active EE | $1,882 | $4,128-54.4% | $3,373-44.2% | $5,982-68.5% |
| Admin fee / account holder | $67 | $8,041-99.2% | $5,959-98.9% | $11,246-99.4% |