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 6-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 | $29,055 | $93,571-68.9% | $135,903-78.6% | $75,163-61.3% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 38.03% | 30.90%+7.1pp | 68.23%-30.2pp | 160.62%-122.6pp |
| Employer contribution / active EE | $1,214 | $3,537-65.7% | $4,856-75.0% | $2,670-54.5% |
| Participant deferral / active EE | $10,157 | $6,404+58.6% | $7,758+30.9% | $4,125+146.2% |
| Admin fee / account holder | $99 | $6,975-98.6% | $10,762-99.1% | $5,651-98.2% |