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 7-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 | $51,113 | $159,901-68.0% | $146,958-65.2% | $145,922-65.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 23.79% | 98.13%-74.3pp | 418.34%-394.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,916 | $5,286-44.8% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $5,005 | $8,428-40.6% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |