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 | $40,032 | $165,912-75.9% | $122,332-67.3% | $147,584-72.9% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,007 | $5,754-65.1% | $4,050-50.4% | $4,876-58.8% |
| Participant deferral / active EE | $4,110 | $4,005+2.6% | $3,287+25.1% | $5,439-24.4% |
| Admin fee / account holder | $290 | $7,424-96.1% | $5,478-94.7% | $10,885-97.3% |