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 9-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 | $49,561 | $107,334-53.8% | $92,893-46.6% | $152,861-67.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 20.73% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,745 | $4,221-35.0% | $3,653-24.9% | $4,762-42.4% |
| Participant deferral / active EE | $8,564 | $4,845+76.8% | $4,236+102.2% | $5,850+46.4% |
| Admin fee / account holder | $297 | $7,079-95.8% | $5,794-94.9% | $11,596-97.4% |