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 | $72,396 | $126,574-42.8% | $106,213-31.8% | $145,922-50.4% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 18.11% | 224.79%-206.7pp | 116.14%-98.0pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,294 | $3,730+95.5% | $3,171+130.0% | $4,660+56.5% |
| Participant deferral / active EE | $12,089 | $5,724+111.2% | $5,016+141.0% | $6,688+80.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |