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 8-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 | $34,241 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.52% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,565 | $5,261-70.3% | $4,735-67.0% | $4,762-67.1% |
| Participant deferral / active EE | $7,452 | $7,109+4.8% | $6,709+11.1% | $5,850+27.4% |
| Admin fee / account holder | $159 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |