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 | $33,676 | $157,256-78.6% | $141,162-76.1% | $152,861-78.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 36.45% | 64.32%-27.9pp | 71.39%-34.9pp | 345.32%-308.9pp |
| Employer contribution / active EE | $2,143 | $5,261-59.3% | $4,735-54.7% | $4,762-55.0% |
| Participant deferral / active EE | $13,074 | $7,109+83.9% | $6,709+94.9% | $5,850+123.5% |
| Admin fee / account holder | $194 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |