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 | $53,582 | $159,901-66.5% | $146,958-63.5% | $145,922-63.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.79% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,500 | $5,286-52.7% | $4,933-49.3% | $4,660-46.3% |
| Participant deferral / active EE | $8,018 | $8,428-4.9% | $8,070-0.6% | $6,688+19.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |