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 6-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 | $38,369 | $96,305-60.2% | $80,569-52.4% | $139,434-72.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.95% | 1350.08%-1329.1pp | 935.43%-914.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,881 | $3,262-11.7% | $2,723+5.8% | $4,751-39.4% |
| Participant deferral / active EE | $6,002 | $5,232+14.7% | $4,447+35.0% | $6,710-10.5% |
| Admin fee / account holder | $156 | $6,599-97.6% | $5,377-97.1% | $11,403-98.6% |