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 4-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 | $44,286 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.82% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,757 | $4,810-63.5% | $4,305-59.2% | $4,299-59.1% |
| Participant deferral / active EE | $8,810 | $6,272+40.5% | $5,540+59.0% | $6,507+35.4% |
| Admin fee / account holder | $151 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |