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 | $47,908 | $115,770-58.6% | $101,248-52.7% | $158,922-69.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 26.19% | 56.14%-29.9pp | 46.47%-20.3pp | 302.83%-276.6pp |
| Employer contribution / active EE | $4,306 | $4,175+3.1% | $3,660+17.7% | $4,761-9.6% |
| Participant deferral / active EE | $5,385 | $4,957+8.6% | $4,370+23.2% | $5,982-10.0% |
| Admin fee / account holder | $228 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |