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 | $52,856 | $175,202-69.8% | $149,673-64.7% | $139,434-62.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 22.87% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,931 | $5,474-64.7% | $4,818-59.9% | $4,751-59.4% |
| Participant deferral / active EE | $7,723 | $6,519+18.5% | $5,680+36.0% | $6,710+15.1% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |