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 | $56,679 | $209,411-72.9% | $178,490-68.2% | $158,922-64.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 21.45% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,518 | $5,706-73.4% | $5,011-69.7% | $4,761-68.1% |
| Participant deferral / active EE | $4,849 | $5,954-18.6% | $5,202-6.8% | $5,982-18.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |