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 3-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 | $44,886 | $183,519-75.5% | $155,509-71.1% | $145,922-69.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.87% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $8,120 | $5,313+52.8% | $4,672+73.8% | $4,660+74.3% |
| Participant deferral / active EE | $7,621 | $6,462+17.9% | $5,626+35.5% | $6,688+14.0% |
| Admin fee / account holder | $231 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |