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 | $41,346 | $112,096-63.1% | $95,952-56.9% | $158,922-74.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 43.84% | 171.09%-127.2pp | 91.61%-47.8pp | 302.83%-259.0pp |
| Employer contribution / active EE | $4,297 | $3,198+34.4% | $2,541+69.1% | $4,761-9.7% |
| Participant deferral / active EE | $9,701 | $4,784+102.8% | $4,167+132.8% | $5,982+62.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |