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 | $46,707 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.21% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,656 | $4,810-65.6% | $4,305-61.5% | $4,299-61.5% |
| Participant deferral / active EE | $4,355 | $6,272-30.6% | $5,540-21.4% | $6,507-33.1% |
| Admin fee / account holder | $282 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |