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 | $52,858 | $117,841-55.1% | $102,423-48.4% | $145,922-63.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 78.92% | 31.65%+47.3pp | 29.32%+49.6pp | 561.29%-482.4pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.7% | $4,660-58.9% |
| Participant deferral / active EE | $2,296 | $5,731-59.9% | $5,053-54.6% | $6,688-65.7% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |