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 6-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 | $42,006 | $126,574-66.8% | $106,213-60.5% | $145,922-71.2% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 13.54% | 224.79%-211.2pp | 116.14%-102.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,416 | $3,730-62.0% | $3,171-55.4% | $4,660-69.6% |
| Participant deferral / active EE | $4,192 | $5,724-26.8% | $5,016-16.4% | $6,688-37.3% |
| Admin fee / account holder | $236 | $17,304-98.6% | $11,033-97.9% | $13,397-98.2% |