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 4-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 | $78,784 | $154,117-48.9% | $129,995-39.4% | $139,434-43.5% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 24.74% | 32.48%-7.7pp | -137.18%+161.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $8,137 | $5,289+53.8% | $4,320+88.4% | $4,751+71.3% |
| Participant deferral / active EE | $9,129 | $6,710+36.0% | $5,820+56.9% | $6,710+36.0% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |