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 9-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 | $41,877 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.10% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,810 | $4,961-63.5% | $4,693-61.4% | $4,299-57.9% |
| Participant deferral / active EE | $8,362 | $8,310+0.6% | $7,997+4.6% | $6,507+28.5% |
| Admin fee / account holder | $62 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |