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 8-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 | $44,173 | $176,056-74.9% | $159,436-72.3% | $167,490-73.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.95% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,541 | $5,297-70.9% | $4,829-68.1% | $4,837-68.1% |
| Participant deferral / active EE | $6,217 | $7,750-19.8% | $7,352-15.4% | $6,341-2.0% |
| Admin fee / account holder | $226 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |