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 | $44,622 | $159,901-72.1% | $146,958-69.6% | $145,922-69.4% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 18.57% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $9,229 | $5,286+74.6% | $4,933+87.1% | $4,660+98.1% |
| Participant deferral / active EE | $12,546 | $8,428+48.9% | $8,070+55.5% | $6,688+87.6% |
| Admin fee / account holder | $152 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |