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 | $38,684 | $99,877-61.3% | $84,966-54.5% | $145,922-73.5% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 12.79% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,522 | $3,231-52.9% | $2,727-44.2% | $4,660-67.3% |
| Participant deferral / active EE | $4,385 | $5,291-17.1% | $4,519-3.0% | $6,688-34.4% |
| Admin fee / account holder | $79 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |