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 | $60,407 | $124,281-51.4% | $109,143-44.7% | $167,490-63.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 19.91% | 26.04%-6.1pp | 25.75%-5.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $4,285 | $4,207+1.8% | $3,722+15.1% | $4,837-11.4% |
| Participant deferral / active EE | $8,296 | $5,255+57.9% | $4,653+78.3% | $6,341+30.8% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |