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 6-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 | $56,085 | $159,602-64.9% | $150,045-62.6% | $142,382-60.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.76% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,927 | $4,961-41.0% | $4,693-37.6% | $4,299-31.9% |
| Participant deferral / active EE | $7,785 | $8,310-6.3% | $7,997-2.6% | $6,507+19.6% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |