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 | $59,474 | $148,534-60.0% | $135,903-56.2% | $139,434-57.3% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 20.94% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $4,887 | $5,243-6.8% | $4,856+0.6% | $4,751+2.9% |
| Participant deferral / active EE | $10,656 | $8,100+31.6% | $7,758+37.4% | $6,710+58.8% |
| Admin fee / account holder | $227 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |