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 6-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 | $38,000 | $179,726-78.9% | $156,263-75.7% | $142,382-73.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 20.67% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,718 | $5,069-46.4% | $4,333-37.3% | $4,299-36.8% |
| Participant deferral / active EE | $6,072 | $6,956-12.7% | $6,158-1.4% | $6,507-6.7% |
| Admin fee / account holder | $54 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |