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 | $39,808 | $110,809-64.1% | $86,874-54.2% | $167,490-76.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 71.6%+18.4pp | 82.1%+7.9pp |
| Annual return | 7.91% | 116.98%-109.1pp | 63.52%-55.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $3,479 | $3,244+7.3% | $2,495+39.4% | $4,837-28.1% |
| Participant deferral / active EE | $8,079 | $4,546+77.7% | $3,699+118.4% | $6,341+27.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |