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 | $56,943 | $165,984-65.7% | $164,813-65.4% | $145,922-61.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 21.64% | 100.03%-78.4pp | 69.93%-48.3pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,067 | $5,273-60.8% | $4,341-52.4% | $4,660-55.6% |
| Participant deferral / active EE | $8,863 | $6,959+27.4% | $6,031+46.9% | $6,688+32.5% |
| Admin fee / account holder | $186 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |