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 | $38,875 | $177,572-78.1% | $154,803-74.9% | $142,382-72.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.21% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,736 | $4,810-63.9% | $4,305-59.7% | $4,299-59.6% |
| Participant deferral / active EE | $6,870 | $6,272+9.5% | $5,540+24.0% | $6,507+5.6% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |