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 | $59,849 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 104.86% | 348.15%-243.3pp | 276.60%-171.7pp | 302.83%-198.0pp |
| Employer contribution / active EE | $6,648 | $5,103+30.3% | $4,644+43.1% | $4,761+39.6% |
| Participant deferral / active EE | $10,339 | $7,181+44.0% | $6,842+51.1% | $5,982+72.8% |
| Admin fee / account holder | $289 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |