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 | $57,191 | $111,754-48.8% | $103,333-44.7% | $145,922-60.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 40.00% | 24.77%+15.2pp | 24.88%+15.1pp | 561.29%-521.3pp |
| Employer contribution / active EE | $1,528 | $4,212-63.7% | $3,868-60.5% | $4,660-67.2% |
| Participant deferral / active EE | $8,562 | $5,619+52.4% | $5,057+69.3% | $6,688+28.0% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |