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 4-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 | $52,795 | $109,982-52.0% | $97,226-45.7% | $145,922-63.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 14.62% | 242.90%-228.3pp | 75.13%-60.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,527 | $3,084-50.5% | $2,729-44.1% | $4,660-67.2% |
| Participant deferral / active EE | $12,288 | $4,676+162.8% | $4,264+188.2% | $6,688+83.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |