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 | $43,760 | $159,602-72.6% | $150,045-70.8% | $142,382-69.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.50% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,706 | $4,961-45.5% | $4,693-42.3% | $4,299-37.1% |
| Participant deferral / active EE | $4,881 | $8,310-41.3% | $7,997-39.0% | $6,507-25.0% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |