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 | $37,871 | $115,770-67.3% | $101,248-62.6% | $158,922-76.2% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 162.24% | 56.14%+106.1pp | 46.47%+115.8pp | 302.83%-140.6pp |
| Employer contribution / active EE | $1,699 | $4,175-59.3% | $3,660-53.6% | $4,761-64.3% |
| Participant deferral / active EE | $7,756 | $4,957+56.5% | $4,370+77.5% | $5,982+29.7% |
| Admin fee / account holder | $271 | $7,245-96.3% | $5,945-95.4% | $11,246-97.6% |