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 8-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 | $33,679 | $159,602-78.9% | $150,045-77.6% | $142,382-76.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 35.67% | 70.24%-34.6pp | 62.55%-26.9pp | 217.08%-181.4pp |
| Employer contribution / active EE | $4,075 | $4,961-17.9% | $4,693-13.2% | $4,299-5.2% |
| Participant deferral / active EE | $8,034 | $8,310-3.3% | $7,997+0.5% | $6,507+23.5% |
| Admin fee / account holder | $221 | $14,846-98.5% | $13,435-98.4% | $12,624-98.2% |