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 | $50,124 | $159,901-68.7% | $146,958-65.9% | $145,922-65.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 14.32% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,192 | $5,286-39.6% | $4,933-35.3% | $4,660-31.5% |
| Participant deferral / active EE | $5,459 | $8,428-35.2% | $8,070-32.4% | $6,688-18.4% |
| Admin fee / account holder | $113 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |