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 6-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 | $62,314 | $183,519-66.0% | $155,509-59.9% | $145,922-57.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 13.59% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,000 | $5,313+69.4% | $4,672+92.6% | $4,660+93.1% |
| Participant deferral / active EE | $3,740 | $6,462-42.1% | $5,626-33.5% | $6,688-44.1% |
| Admin fee / account holder | $214 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |