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 | $26,453 | $65,041-59.3% | $90,951-70.9% | $79,858-66.9% |
| Participation rate | 94.1% | 61.6%+32.5pp | 69.0%+25.1pp | 69.6%+24.5pp |
| Annual return | 8309.44% | 30.45%+8279.0pp | 134.60%+8174.8pp | 31.71%+8277.7pp |
| Employer contribution / active EE | $2,820 | $1,247+126.1% | $2,122+32.9% | $2,471+14.1% |
| Participant deferral / active EE | $4,563 | $2,512+81.6% | $3,373+35.3% | $3,740+22.0% |
| Admin fee / account holder | $281 | $4,536-93.8% | $5,959-95.3% | $5,306-94.7% |