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 4-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 | $58,935 | $210,648-72.0% | $177,989-66.9% | $145,922-59.6% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.58% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,737 | $4,565-61.9% | $3,949-56.0% | $4,660-62.7% |
| Participant deferral / active EE | $13,056 | $6,958+87.7% | $6,276+108.0% | $6,688+95.2% |
| Admin fee / account holder | $18 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |