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 5-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 | $43,268 | $111,724-61.3% | $93,606-53.8% | $145,922-70.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 18.00% | 202.98%-185.0pp | 133.20%-115.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,403 | $3,090+10.1% | $2,420+40.6% | $4,660-27.0% |
| Participant deferral / active EE | $6,432 | $4,912+30.9% | $4,411+45.8% | $6,688-3.8% |
| Admin fee / account holder | $86 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |