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 | $27,008 | $138,044-80.4% | $125,339-78.5% | $134,475-79.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 18.93% | 750.33%-731.4pp | 572.05%-553.1pp | 417.96%-399.0pp |
| Employer contribution / active EE | $1,900 | $5,243-63.8% | $4,814-60.5% | $4,740-59.9% |
| Participant deferral / active EE | $8,334 | $7,799+6.9% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $246 | $11,571-97.9% | $10,010-97.5% | $11,426-97.9% |