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 | $60,814 | $165,984-63.4% | $164,813-63.1% | $145,922-58.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.37% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $11,392 | $5,273+116.1% | $4,341+162.4% | $4,660+144.5% |
| Participant deferral / active EE | $8,754 | $6,959+25.8% | $6,031+45.1% | $6,688+30.9% |
| Admin fee / account holder | $236 | $16,648-98.6% | $12,690-98.1% | $13,397-98.2% |