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 | $50,261 | $109,327-54.0% | $89,391-43.8% | $158,922-68.4% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 14.52% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,263 | $3,170-28.6% | $2,586-12.5% | $4,761-52.5% |
| Participant deferral / active EE | $6,497 | $4,598+41.3% | $3,890+67.0% | $5,982+8.6% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |