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 | $50,448 | $185,822-72.9% | $169,993-70.3% | $139,434-63.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 32.13% | 60.50%-28.4pp | 53.37%-21.2pp | 372.94%-340.8pp |
| Employer contribution / active EE | $9,972 | $7,590+31.4% | $6,785+47.0% | $4,751+109.9% |
| Participant deferral / active EE | $18,578 | $11,622+59.8% | $10,408+78.5% | $6,710+176.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |