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 9-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 | $54,095 | $107,334-49.6% | $92,893-41.8% | $152,861-64.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 24.67% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,084 | $4,221-50.6% | $3,653-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $6,887 | $4,845+42.2% | $4,236+62.6% | $5,850+17.7% |
| Admin fee / account holder | $238 | $7,079-96.6% | $5,794-95.9% | $11,596-97.9% |