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 | $46,610 | $197,591-76.4% | $177,821-73.8% | $158,922-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 75.37% | 58.76%+16.6pp | 48.32%+27.0pp | 302.83%-227.5pp |
| Employer contribution / active EE | $2,060 | $6,697-69.2% | $5,918-65.2% | $4,761-56.7% |
| Participant deferral / active EE | $6,333 | $8,405-24.6% | $7,714-17.9% | $5,982+5.9% |
| Admin fee / account holder | $127 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |