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 3-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 | $48,052 | $159,602-69.9% | $150,045-68.0% | $142,382-66.3% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 81.09% | 70.24%+10.8pp | 62.55%+18.5pp | 217.08%-136.0pp |
| Employer contribution / active EE | $2,596 | $4,961-47.7% | $4,693-44.7% | $4,299-39.6% |
| Participant deferral / active EE | $8,971 | $8,310+7.9% | $7,997+12.2% | $6,507+37.9% |
| Admin fee / account holder | $38 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |