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 9-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 | $48,488 | $209,411-76.8% | $178,490-72.8% | $158,922-69.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 19.91% | 188.75%-168.8pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,746 | $5,706-69.4% | $5,011-65.2% | $4,761-63.3% |
| Participant deferral / active EE | $5,991 | $5,954+0.6% | $5,202+15.2% | $5,982+0.2% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |