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 9-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 | $82,846 | $142,405-41.8% | $115,157-28.1% | $152,861-45.8% |
| Participation rate | 92.9% | 82.4%+10.5pp | 75.9%+17.0pp | 82.4%+10.4pp |
| Annual return | 24.61% | 41.48%-16.9pp | 35.60%-11.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,683 | $4,010-33.1% | $3,179-15.6% | $4,762-43.7% |
| Participant deferral / active EE | $6,767 | $5,164+31.0% | $4,168+62.3% | $5,850+15.7% |
| Admin fee / account holder | $24 | $8,462-99.7% | $7,088-99.7% | $11,596-99.8% |