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 | $54,711 | $137,414-60.2% | $189,513-71.1% | $85,850-36.3% |
| Participation rate | 76.5% | 84.6%-8.1pp | 87.8%-11.3pp | 69.3%+7.2pp |
| Annual return | 22.61% | 38.14%-15.5pp | 555.15%-532.5pp | 318.53%-295.9pp |
| Employer contribution / active EE | $2,397 | $4,344-44.8% | $6,162-61.1% | $2,565-6.5% |
| Participant deferral / active EE | $10,792 | $6,260+72.4% | $8,221+31.3% | $3,952+173.1% |
| Admin fee / account holder | $107 | $8,630-98.8% | $12,045-99.1% | $6,260-98.3% |