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 | $39,980 | $209,411-80.9% | $178,490-77.6% | $158,922-74.8% |
| Participation rate | 82.6% | 86.3%-3.7pp | 81.9%+0.7pp | 82.0%+0.7pp |
| Annual return | 2633.22% | 188.75%+2444.5pp | 151.07%+2482.2pp | 302.83%+2330.4pp |
| Employer contribution / active EE | $2,236 | $5,706-60.8% | $5,011-55.4% | $4,761-53.0% |
| Participant deferral / active EE | $3,291 | $5,954-44.7% | $5,202-36.7% | $5,982-45.0% |
| Admin fee / account holder | $226 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |