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 | $60,684 | $152,587-60.2% | $125,175-51.5% | $152,861-60.3% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 18.93% | 54.84%-35.9pp | 43.79%-24.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,672 | $4,946-66.2% | $3,865-56.7% | $4,762-64.9% |
| Participant deferral / active EE | $4,022 | $5,868-31.5% | $4,937-18.5% | $5,850-31.3% |
| Admin fee / account holder | $76 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |