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 | $46,532 | $197,591-76.5% | $177,821-73.8% | $158,922-70.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 46.38% | 58.76%-12.4pp | 48.32%-1.9pp | 302.83%-256.4pp |
| Employer contribution / active EE | $13,826 | $6,697+106.4% | $5,918+133.6% | $4,761+190.4% |
| Participant deferral / active EE | $11,960 | $8,405+42.3% | $7,714+55.0% | $5,982+99.9% |
| Admin fee / account holder | $31 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |