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 | $59,661 | $197,591-69.8% | $177,821-66.4% | $158,922-62.5% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 31.88% | 58.76%-26.9pp | 48.32%-16.4pp | 302.83%-270.9pp |
| Employer contribution / active EE | $3,407 | $6,697-49.1% | $5,918-42.4% | $4,761-28.5% |
| Participant deferral / active EE | $10,214 | $8,405+21.5% | $7,714+32.4% | $5,982+70.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |