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 | $59,092 | $118,450-50.1% | $98,439-40.0% | $139,434-57.6% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 23.36% | 18.94%+4.4pp | 21.16%+2.2pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,320 | $3,609-35.7% | $3,048-23.9% | $4,751-51.2% |
| Participant deferral / active EE | $7,627 | $5,392+41.4% | $4,738+61.0% | $6,710+13.7% |
| Admin fee / account holder | $19 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |