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 | $47,845 | $227,553-79.0% | $189,557-74.8% | $167,490-71.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 24.96% | 78.40%-53.4pp | 64.17%-39.2pp | 478.56%-453.6pp |
| Employer contribution / active EE | $6,490 | $5,316+22.1% | $4,412+47.1% | $4,837+34.2% |
| Participant deferral / active EE | $9,974 | $7,002+42.4% | $6,174+61.6% | $6,341+57.3% |
| Admin fee / account holder | $300 | $11,878-97.5% | $9,807-96.9% | $12,309-97.6% |