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 | $39,689 | $115,770-65.7% | $101,248-60.8% | $158,922-75.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 22.89% | 56.14%-33.3pp | 46.47%-23.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,963 | $4,175-53.0% | $3,660-46.4% | $4,761-58.8% |
| Participant deferral / active EE | $6,857 | $4,957+38.3% | $4,370+56.9% | $5,982+14.6% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |