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 | $36,558 | $118,450-69.1% | $98,439-62.9% | $139,434-73.8% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 14.44% | 18.94%-4.5pp | 21.16%-6.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,113 | $3,609-41.4% | $3,048-30.7% | $4,751-55.5% |
| Participant deferral / active EE | $5,852 | $5,392+8.5% | $4,738+23.5% | $6,710-12.8% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |