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 5-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 | $51,712 | $201,272-74.3% | $184,203-71.9% | $145,922-64.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 49.84% | 29.00%+20.8pp | 28.81%+21.0pp | 561.29%-511.4pp |
| Employer contribution / active EE | $4,244 | $7,022-39.6% | $6,427-34.0% | $4,660-8.9% |
| Participant deferral / active EE | $8,052 | $9,806-17.9% | $9,131-11.8% | $6,688+20.4% |
| Admin fee / account holder | $66 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |