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 | $62,186 | $89,355-30.4% | $141,162-55.9% | $72,985-14.8% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 47.36% | 111.85%-64.5pp | 71.39%-24.0pp | 81.00%-33.6pp |
| Employer contribution / active EE | $2,304 | $3,114-26.0% | $4,735-51.3% | $2,440-5.6% |
| Participant deferral / active EE | $6,174 | $5,418+14.0% | $6,709-8.0% | $3,607+71.1% |
| Admin fee / account holder | $147 | $5,958-97.5% | $10,261-98.6% | $5,124-97.1% |