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 | $37,612 | $148,534-74.7% | $135,903-72.3% | $139,434-73.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.70% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,856-74.4% | $4,751-73.8% |
| Participant deferral / active EE | $4,828 | $8,100-40.4% | $7,758-37.8% | $6,710-28.0% |
| Admin fee / account holder | $230 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |