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 8-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 | $38,324 | $159,602-76.0% | $150,045-74.5% | $142,382-73.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 34.71% | 70.24%-35.5pp | 62.55%-27.8pp | 217.08%-182.4pp |
| Employer contribution / active EE | $2,029 | $4,961-59.1% | $4,693-56.8% | $4,299-52.8% |
| Participant deferral / active EE | $4,150 | $8,310-50.1% | $7,997-48.1% | $6,507-36.2% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |