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 4-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 | $47,809 | $159,901-70.1% | $146,958-67.5% | $145,922-67.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 30.27% | 98.13%-67.9pp | 418.34%-388.1pp | 561.29%-531.0pp |
| Employer contribution / active EE | $5,727 | $5,286+8.3% | $4,933+16.1% | $4,660+22.9% |
| Participant deferral / active EE | $13,071 | $8,428+55.1% | $8,070+62.0% | $6,688+95.5% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |