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 8-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 | $46,792 | $177,572-73.6% | $154,803-69.8% | $142,382-67.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,733 | $4,810-43.2% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $6,194 | $6,272-1.2% | $5,540+11.8% | $6,507-4.8% |
| Admin fee / account holder | $61 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |