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 7-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 | $47,382 | $176,377-73.1% | $134,143-64.7% | $158,922-70.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 35.47% | 63.63%-28.2pp | 36.33%-0.9pp | 302.83%-267.4pp |
| Employer contribution / active EE | $5,304 | $5,040+5.2% | $3,704+43.2% | $4,761+11.4% |
| Participant deferral / active EE | $12,308 | $4,091+200.8% | $3,499+251.8% | $5,982+105.7% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |