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 3-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 | $46,529 | $159,602-70.8% | $150,045-69.0% | $142,382-67.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 22.47% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,955 | $4,961-40.4% | $4,693-37.0% | $4,299-31.3% |
| Participant deferral / active EE | $9,799 | $8,310+17.9% | $7,997+22.5% | $6,507+50.6% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |