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 | $50,822 | $159,602-68.2% | $150,045-66.1% | $142,382-64.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 23.09% | 70.24%-47.1pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,650 | $4,961-46.6% | $4,693-43.5% | $4,299-38.4% |
| Participant deferral / active EE | $9,254 | $8,310+11.4% | $7,997+15.7% | $6,507+42.2% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |