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 6-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 | $34,183 | $183,519-81.4% | $155,509-78.0% | $145,922-76.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.65% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,060 | $5,313-80.0% | $4,672-77.3% | $4,660-77.2% |
| Participant deferral / active EE | $7,244 | $6,462+12.1% | $5,626+28.8% | $6,688+8.3% |
| Admin fee / account holder | $226 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |