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 | $33,718 | $180,449-81.3% | $154,107-78.1% | $135,375-75.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 48.85% | 888.09%-839.2pp | 735.12%-686.3pp | 519.73%-470.9pp |
| Employer contribution / active EE | $1,512 | $6,035-74.9% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $5,105 | $5,806-12.1% | $5,081+0.5% | $5,609-9.0% |
| Admin fee / account holder | $49 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |