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 | $47,443 | $157,256-69.8% | $141,162-66.4% | $152,861-69.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 29.67% | 64.32%-34.7pp | 71.39%-41.7pp | 345.32%-315.7pp |
| Employer contribution / active EE | $4,435 | $5,261-15.7% | $4,735-6.3% | $4,762-6.9% |
| Participant deferral / active EE | $10,822 | $7,109+52.2% | $6,709+61.3% | $5,850+85.0% |
| Admin fee / account holder | $105 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |