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 8-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 | $46,251 | $157,256-70.6% | $141,162-67.2% | $152,861-69.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 41.32% | 64.32%-23.0pp | 71.39%-30.1pp | 345.32%-304.0pp |
| Employer contribution / active EE | $4,670 | $5,261-11.2% | $4,735-1.4% | $4,762-1.9% |
| Participant deferral / active EE | $10,731 | $7,109+50.9% | $6,709+60.0% | $5,850+83.4% |
| Admin fee / account holder | $171 | $12,120-98.6% | $10,261-98.3% | $11,596-98.5% |