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 4-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 | $65,950 | $183,519-64.1% | $155,509-57.6% | $145,922-54.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.64% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,447 | $5,313-53.9% | $4,672-47.6% | $4,660-47.5% |
| Participant deferral / active EE | $8,992 | $6,462+39.1% | $5,626+59.8% | $6,688+34.5% |
| Admin fee / account holder | $175 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |