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 | $47,764 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 47.20% | 70.24%-23.0pp | 62.55%-15.3pp | 217.08%-169.9pp |
| Employer contribution / active EE | $3,013 | $4,961-39.3% | $4,693-35.8% | $4,299-29.9% |
| Participant deferral / active EE | $5,868 | $8,310-29.4% | $7,997-26.6% | $6,507-9.8% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |