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 6-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 | $59,973 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.56% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,940 | $5,286-44.4% | $4,933-40.4% | $4,660-36.9% |
| Participant deferral / active EE | $10,073 | $8,428+19.5% | $8,070+24.8% | $6,688+50.6% |
| Admin fee / account holder | $256 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |