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 4-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 | $42,379 | $159,602-73.4% | $150,045-71.8% | $142,382-70.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 26.81% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $5,535 | $4,961+11.6% | $4,693+17.9% | $4,299+28.8% |
| Participant deferral / active EE | $10,533 | $8,310+26.8% | $7,997+31.7% | $6,507+61.9% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |