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 | $44,055 | $100,773-56.3% | $88,946-50.5% | $142,382-69.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 21.95% | 70.18%-48.2pp | 57.82%-35.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,534 | $2,918+55.4% | $2,555+77.4% | $4,299+5.5% |
| Participant deferral / active EE | $7,601 | $5,230+45.3% | $4,581+65.9% | $6,507+16.8% |
| Admin fee / account holder | $117 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |