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 | $43,226 | $88,751-51.3% | $81,812-47.2% | $145,922-70.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.04% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,712 | $3,083-44.5% | $2,912-41.2% | $4,660-63.3% |
| Participant deferral / active EE | $6,127 | $4,643+32.0% | $4,319+41.9% | $6,688-8.4% |
| Admin fee / account holder | $57 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |