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 | $40,933 | $183,519-77.7% | $155,509-73.7% | $145,922-71.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.85% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,446 | $5,313-35.1% | $4,672-26.2% | $4,660-26.0% |
| Participant deferral / active EE | $2,391 | $6,462-63.0% | $5,626-57.5% | $6,688-64.2% |
| Admin fee / account holder | $287 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |