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 | $47,303 | $109,817-56.9% | $98,442-51.9% | $167,490-71.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 32.94% | 1956.69%-1923.8pp | 1492.73%-1459.8pp | 478.56%-445.6pp |
| Employer contribution / active EE | $3,152 | $3,224-2.2% | $2,960+6.5% | $4,837-34.8% |
| Participant deferral / active EE | $14,553 | $4,673+211.4% | $4,276+240.3% | $6,341+129.5% |
| Admin fee / account holder | $224 | $6,753-96.7% | $5,949-96.2% | $12,309-98.2% |