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 | $40,515 | $183,963-78.0% | $162,163-75.0% | $152,861-73.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 42.73% | 150.76%-108.0pp | 115.59%-72.9pp | 345.32%-302.6pp |
| Employer contribution / active EE | $4,891 | $6,371-23.2% | $5,614-12.9% | $4,762+2.7% |
| Participant deferral / active EE | $12,136 | $8,034+51.1% | $7,298+66.3% | $5,850+107.4% |
| Admin fee / account holder | $60 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |