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 9-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 | $49,487 | $157,256-68.5% | $141,162-64.9% | $152,861-67.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 31.63% | 64.32%-32.7pp | 71.39%-39.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,196 | $5,261-77.3% | $4,735-74.7% | $4,762-74.9% |
| Participant deferral / active EE | $5,088 | $7,109-28.4% | $6,709-24.2% | $5,850-13.0% |
| Admin fee / account holder | $264 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |