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 | $31,332 | $157,256-80.1% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 40.66% | 64.32%-23.7pp | 71.39%-30.7pp | 345.32%-304.7pp |
| Employer contribution / active EE | $2,626 | $5,261-50.1% | $4,735-44.5% | $4,762-44.9% |
| Participant deferral / active EE | $7,190 | $7,109+1.1% | $6,709+7.2% | $5,850+22.9% |
| Admin fee / account holder | $227 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |