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 | $49,621 | $217,402-77.2% | $185,823-73.3% | $167,490-70.4% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 36.81% | 148.36%-111.5pp | 122.05%-85.2pp | 478.56%-441.7pp |
| Employer contribution / active EE | $2,347 | $5,873-60.0% | $5,167-54.6% | $4,837-51.5% |
| Participant deferral / active EE | $7,679 | $6,356+20.8% | $5,568+37.9% | $6,341+21.1% |
| Admin fee / account holder | $224 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |