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 | $38,215 | $148,534-74.3% | $135,903-71.9% | $139,434-72.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 42.77% | 79.19%-36.4pp | 68.23%-25.5pp | 372.94%-330.2pp |
| Employer contribution / active EE | $6,897 | $5,243+31.5% | $4,856+42.0% | $4,751+45.2% |
| Participant deferral / active EE | $12,323 | $8,100+52.1% | $7,758+58.8% | $6,710+83.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |