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 | $40,796 | $112,096-63.6% | $95,952-57.5% | $158,922-74.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.68% | 171.09%-154.4pp | 91.61%-74.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,477 | $3,198-53.8% | $2,541-41.9% | $4,761-69.0% |
| Participant deferral / active EE | $5,431 | $4,784+13.5% | $4,167+30.3% | $5,982-9.2% |
| Admin fee / account holder | $32 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |