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 8-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 | $44,190 | $176,056-74.9% | $159,436-72.3% | $167,490-73.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 27.58% | 331.75%-304.2pp | 263.57%-236.0pp | 478.56%-451.0pp |
| Employer contribution / active EE | $2,183 | $5,297-58.8% | $4,829-54.8% | $4,837-54.9% |
| Participant deferral / active EE | $5,335 | $7,750-31.2% | $7,352-27.4% | $6,341-15.9% |
| Admin fee / account holder | $193 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |