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 7-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 | $44,930 | $209,832-78.6% | $189,513-76.3% | $167,490-73.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 23.06% | 748.27%-725.2pp | 555.15%-532.1pp | 478.56%-455.5pp |
| Employer contribution / active EE | $2,143 | $6,914-69.0% | $6,162-65.2% | $4,837-55.7% |
| Participant deferral / active EE | $7,918 | $8,935-11.4% | $8,221-3.7% | $6,341+24.9% |
| Admin fee / account holder | $264 | $14,293-98.2% | $12,045-97.8% | $12,309-97.9% |