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 | $48,875 | $159,602-69.4% | $150,045-67.4% | $142,382-65.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 19.60% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,149 | $4,961-16.4% | $4,693-11.6% | $4,299-3.5% |
| Participant deferral / active EE | $6,466 | $8,310-22.2% | $7,997-19.1% | $6,507-0.6% |
| Admin fee / account holder | $57 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |