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 7-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 | $47,964 | $104,974-54.3% | $95,585-49.8% | $142,382-66.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.55% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,435 | $2,779-48.4% | $2,527-43.2% | $4,299-66.6% |
| Participant deferral / active EE | $7,553 | $4,352+73.6% | $4,023+87.8% | $6,507+16.1% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |