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 | $38,414 | $176,056-78.2% | $159,436-75.9% | $167,490-77.1% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 15.42% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $5,056 | $5,297-4.5% | $4,829+4.7% | $4,837+4.5% |
| Participant deferral / active EE | $4,687 | $7,750-39.5% | $7,352-36.2% | $6,341-26.1% |
| Admin fee / account holder | $207 | $12,554-98.4% | $10,799-98.1% | $12,309-98.3% |