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 | $49,527 | $70,606-29.9% | $53,898-8.1% | $142,382-65.2% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 20.43% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $906 | $1,202-24.7% | $932-2.8% | $4,299-78.9% |
| Participant deferral / active EE | $8,407 | $2,364+255.6% | $1,826+360.3% | $6,507+29.2% |
| Admin fee / account holder | $46 | $2,852-98.4% | $2,491-98.1% | $12,624-99.6% |