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 | $48,918 | $175,202-72.1% | $149,673-67.3% | $139,434-64.9% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 17.62% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,211 | $5,474-23.1% | $4,818-12.6% | $4,751-11.4% |
| Participant deferral / active EE | $5,737 | $6,519-12.0% | $5,680+1.0% | $6,710-14.5% |
| Admin fee / account holder | $223 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |