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 | $30,608 | $46,553-34.3% | $64,056-52.2% | $75,163-59.3% |
| Participation rate | 96.0% | 65.9%+30.1pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 18.78% | 26.03%-7.3pp | 33.69%-14.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,272 | $1,974-35.6% | $2,747-53.7% | $2,670-52.4% |
| Participant deferral / active EE | $7,407 | $2,837+161.1% | $3,880+90.9% | $4,125+79.6% |
| Admin fee / account holder | $24 | $2,952-99.2% | $3,068-99.2% | $5,651-99.6% |