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 | $51,736 | $109,817-52.9% | $98,442-47.4% | $167,490-69.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 14.34% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,258 | $3,224-61.0% | $2,960-57.5% | $4,837-74.0% |
| Participant deferral / active EE | $4,605 | $4,673-1.5% | $4,276+7.7% | $6,341-27.4% |
| Admin fee / account holder | $44 | $6,753-99.4% | $5,949-99.3% | $12,309-99.6% |