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 6-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 | $59,421 | $108,919-45.4% | $100,391-40.8% | $145,922-59.3% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 15.60% | 57.88%-42.3pp | 49.20%-33.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,912 | $4,419-34.1% | $3,942-26.1% | $4,660-37.5% |
| Participant deferral / active EE | $12,496 | $8,445+48.0% | $8,082+54.6% | $6,688+86.8% |
| Admin fee / account holder | $41 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |