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 | $40,912 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.29% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,935 | $5,243-44.0% | $4,856-39.6% | $4,751-38.2% |
| Participant deferral / active EE | $6,761 | $8,100-16.5% | $7,758-12.8% | $6,710+0.8% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |