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 4-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 | $82,103 | $159,901-48.7% | $146,958-44.1% | $145,922-43.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 22.33% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $2,996 | $5,286-43.3% | $4,933-39.3% | $4,660-35.7% |
| Participant deferral / active EE | $17,965 | $8,428+113.1% | $8,070+122.6% | $6,688+168.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |