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 6-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 | $41,534 | $159,901-74.0% | $146,958-71.7% | $145,922-71.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.02% | 98.13%-77.1pp | 418.34%-397.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $5,448 | $5,286+3.1% | $4,933+10.4% | $4,660+16.9% |
| Participant deferral / active EE | $6,301 | $8,428-25.2% | $8,070-21.9% | $6,688-5.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |