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 | $31,946 | $210,648-84.8% | $177,989-82.1% | $145,922-78.1% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 8.57% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,354 | $4,565-70.3% | $3,949-65.7% | $4,660-70.9% |
| Participant deferral / active EE | $2,001 | $6,958-71.2% | $6,276-68.1% | $6,688-70.1% |
| Admin fee / account holder | $299 | $12,013-97.5% | $10,363-97.1% | $13,397-97.8% |