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 8-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 | $66,738 | $107,934-38.2% | $91,989-27.4% | $152,861-56.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 14.97% | 89.24%-74.3pp | 69.02%-54.0pp | 345.32%-330.3pp |
| Employer contribution / active EE | $4,692 | $4,210+11.5% | $3,452+35.9% | $4,762-1.5% |
| Participant deferral / active EE | $9,703 | $6,364+52.5% | $5,923+63.8% | $5,850+65.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |