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 6-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 | $54,733 | $183,519-70.2% | $155,509-64.8% | $145,922-62.5% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 19.24% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,410 | $5,313-54.6% | $4,672-48.4% | $4,660-48.3% |
| Participant deferral / active EE | $4,847 | $6,462-25.0% | $5,626-13.9% | $6,688-27.5% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |