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 | $67,557 | $209,411-67.7% | $178,490-62.2% | $158,922-57.5% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 23.29% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,801 | $5,706-68.4% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $3,421 | $5,954-42.6% | $5,202-34.2% | $5,982-42.8% |
| Admin fee / account holder | $220 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |