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 | $38,404 | $176,056-78.2% | $159,436-75.9% | $167,490-77.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.44% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,204 | $5,297-39.5% | $4,829-33.7% | $4,837-33.8% |
| Participant deferral / active EE | $8,145 | $7,750+5.1% | $7,352+10.8% | $6,341+28.4% |
| Admin fee / account holder | $191 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |