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 | $47,840 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 45.10% | 64.32%-19.2pp | 71.39%-26.3pp | 345.32%-300.2pp |
| Employer contribution / active EE | $4,148 | $5,261-21.1% | $4,735-12.4% | $4,762-12.9% |
| Participant deferral / active EE | $5,526 | $7,109-22.3% | $6,709-17.6% | $5,850-5.5% |
| Admin fee / account holder | $137 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |