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 | $132,389 | $214,378-38.2% | $200,582-34.0% | $142,382-7.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 27.97% | 46.41%-18.4pp | 42.33%-14.4pp | 217.08%-189.1pp |
| Employer contribution / active EE | $20,426 | $6,841+198.6% | $6,419+218.2% | $4,299+375.1% |
| Participant deferral / active EE | $10,441 | $9,865+5.8% | $9,331+11.9% | $6,507+60.4% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |