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 | $34,631 | $117,841-70.6% | $102,423-66.2% | $145,922-76.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 15.19% | 31.65%-16.5pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,497 | $3,615-3.3% | $3,023+15.7% | $4,660-25.0% |
| Participant deferral / active EE | $4,569 | $5,731-20.3% | $5,053-9.6% | $6,688-31.7% |
| Admin fee / account holder | $265 | $13,326-98.0% | $9,451-97.2% | $13,397-98.0% |