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 7-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 | $50,949 | $112,096-54.5% | $95,952-46.9% | $158,922-67.9% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 15.44% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,660 | $3,198+14.5% | $2,541+44.0% | $4,761-23.1% |
| Participant deferral / active EE | $7,445 | $4,784+55.6% | $4,167+78.7% | $5,982+24.4% |
| Admin fee / account holder | $1 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |