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 7-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 | $54,282 | $217,402-75.0% | $185,823-70.8% | $167,490-67.6% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.44% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $7,725 | $5,873+31.5% | $5,167+49.5% | $4,837+59.7% |
| Participant deferral / active EE | $12,613 | $6,356+98.4% | $5,568+126.5% | $6,341+98.9% |
| Admin fee / account holder | $233 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |