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 | $63,666 | $159,901-60.2% | $146,958-56.7% | $145,922-56.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.58% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $7,669 | $5,286+45.1% | $4,933+55.5% | $4,660+64.6% |
| Participant deferral / active EE | $14,527 | $8,428+72.4% | $8,070+80.0% | $6,688+117.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |