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 | $48,133 | $159,602-69.8% | $150,045-67.9% | $142,382-66.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.46% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,183 | $4,961-35.8% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $4,340 | $8,310-47.8% | $7,997-45.7% | $6,507-33.3% |
| Admin fee / account holder | $250 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |