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 | $50,602 | $159,901-68.4% | $146,958-65.6% | $145,922-65.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.88% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,396 | $5,286-35.8% | $4,933-31.2% | $4,660-27.1% |
| Participant deferral / active EE | $10,386 | $8,428+23.2% | $8,070+28.7% | $6,688+55.3% |
| Admin fee / account holder | $226 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |